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FSMDX vs SMDRX
FSMDX vs SMDRX Comparison
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FSMDX vs SMDRX Comparison Chart in %
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FSMDX vs. SMDRX commentary
Jun 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMDX is a Buy and SMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. SMDRX (1.06B). FSMDX pays higher dividends than SMDRX: FSMDX (0.99) vs SMDRX (0.43). FSMDX was incepted earlier than SMDRX: FSMDX (15 years) vs SMDRX (11 years). SMDRX (0.81) is less costly to investors than FSMDX (0.03). SMDRX is a more actively managed with annual turnover of: 62.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than SMDRX: FSMDX (0) vs SMDRX (5000000). FSMDX annual gain was more profitable for investors over the last year : 22.46 vs. SMDRX (16.26). FSMDX return over 5 years is better than : 42.72 vs. SMDRX (8.17).
| FSMDX | SMDRX | FSMDX / SMDRX | |
| Total Expense Ratio | 0.03 | 0.81 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.81 | 3% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 11.996 | 14.211 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.06B | 4,872% |
| Annual Yield % from dividends | 0.99 | 0.43 | 231% |
| Returns for 1 year | 22.46 | 16.26 | 138% |
| Returns for 3 years | 59.36 | 28.99 | 205% |
| Returns for 5 years | 42.72 | 8.17 | 523% |
| Returns for 10 years | 166.70 | 84.82 | 197% |
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