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FSMDX vs SMDVX
FSMDX vs SMDVX Comparison
Open Charts FSMDX vs SMDVX
Fidelity Mid Cap Index
Price$35.40
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets37.02B
Hartford Schroders US MidCap Opps A
Price$19.08
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets1.06B
FSMDX vs SMDVX Comparison Chart
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FSMDX vs. SMDVX commentary
Jan 26, 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 StrongBuy and SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. SMDVX (1.06B). 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 : 20.34 vs. SMDVX (10.22). FSMDX return over 5 years is better than : 57.56 vs. SMDVX (20.53).
| 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 | 4.827 | 3.922 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.06B | 3,500% |
| Annual Yield % from dividends | 1.28 | 0.24 | 536% |
| Returns for 1 year | 20.34 | 10.22 | 199% |
| Returns for 3 years | 28.01 | 13.28 | 211% |
| Returns for 5 years | 57.56 | 20.53 | 280% |
| Returns for 10 years | 122.57 | 62.14 | 197% |
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