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FSMDX vs SMDVX
FSMDX vs SMDVX Comparison
Open Charts FSMDX vs SMDVX
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
Hartford Schroders US MidCap Opps A
Price$17.66
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets983.33M
FSMDX vs SMDVX Comparison Chart
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FSMDX vs. SMDVX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. SMDVX (983M). FSMDX pays higher dividends than SMDVX: FSMDX (1.21) vs SMDVX (0.17). 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 (8.00). 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 : 6.86 vs. SMDVX (-1.95). FSMDX return over 5 years is better than : 78.84 vs. SMDVX (38.58).
| 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 | 0.118 | -1.580 | -7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 983M | 3,835% |
| Annual Yield % from dividends | 1.21 | 0.17 | 724% |
| Returns for 1 year | 6.86 | -1.95 | -352% |
| Returns for 3 years | 31.52 | 15.30 | 206% |
| Returns for 5 years | 78.84 | 38.58 | 204% |
| Returns for 10 years | 102.29 | 42.73 | 239% |
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