Interact to see
Advertisement
Advertisement
FSMDX vs SMDVX
FSMDX vs SMDVX Comparison
Open Charts FSMDX vs SMDVX
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
Hartford Schroders US MidCap Opps A
Price$18.64
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets984.07M
FSMDX vs SMDVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMDVX commentary
Sep 07, 2025
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 SMDVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. SMDVX (984M). FSMDX pays higher dividends than SMDVX: FSMDX (1.26) vs SMDVX (0.16). FSMDX was incepted earlier than SMDVX: FSMDX (14 years) vs SMDVX (19 years). SMDVX (1.16) is less costly to investors than FSMDX (0.03). SMDVX is a more actively managed with annual turnover of: 48.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than SMDVX: FSMDX (0) vs SMDVX (2000). FSMDX annual gain was more profitable for investors over the last year : 14.47 vs. SMDVX (-0.90). FSMDX return over 5 years is better than : 71.01 vs. SMDVX (27.94).
| FSMDX | SMDVX | FSMDX / SMDVX | |
| Total Expense Ratio | 0.03 | 1.16 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.16 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 9.771 | 1.525 | 641% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 984M | 4,553% |
| Annual Yield % from dividends | 1.26 | 0.16 | 810% |
| Returns for 1 year | 14.47 | -0.90 | -1,614% |
| Returns for 3 years | 47.43 | 17.97 | 264% |
| Returns for 5 years | 71.01 | 27.94 | 254% |
| Returns for 10 years | 140.48 | 52.49 | 268% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement