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FSMDX vs SMDVX
FSMDX vs SMDVX Comparison
Open Charts FSMDX vs SMDVX
Fidelity Mid Cap Index
Price$36.13
Change-$0.27 (-0.74%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps A
Price$20.47
Change-$0.10 (-0.49%)
VolumeN/A
CapitalizationN/A
FSMDX vs SMDVX Comparison Chart
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FSMDX vs. SMDVX commentary
Nov 13, 2024
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: 36.3B vs. SMDVX (1.07B). FSMDX pays higher dividends than SMDVX: FSMDX (1.28) vs SMDVX (0.24). FSMDX was incepted earlier than SMDVX: FSMDX (13 years) vs SMDVX (19 years). SMDVX is a more actively managed with annual turnover of: 34.00 vs. FSMDX (9.00). 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 : 37.85 vs. SMDVX (29.33). FSMDX return over 5 years is better than : 64.25 vs. SMDVX (34.43).
| FSMDX | SMDVX | FSMDX / SMDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 20.680 | 18.255 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.07B | 3,380% |
| Annual Yield % from dividends | 1.28 | 0.24 | 536% |
| Returns for 1 year | 37.85 | 29.33 | 129% |
| Returns for 3 years | 11.82 | -2.66 | -444% |
| Returns for 5 years | 64.25 | 34.43 | 187% |
| Returns for 10 years | 126.60 | 50.90 | 249% |
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