Interact to see
Advertisement
Advertisement
FSMDX vs SMDVX
FSMDX vs SMDVX Comparison
Open Charts FSMDX vs SMDVX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
Hartford Schroders US MidCap Opps A
Price$18.74
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets1.01B
FSMDX vs SMDVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMDVX commentary
Jul 27, 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: 42.4B vs. SMDVX (1.01B). FSMDX pays higher dividends than SMDVX: FSMDX (1.31) 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 : 15.20 vs. SMDVX (2.24). FSMDX return over 5 years is better than : 75.40 vs. SMDVX (32.33).
| 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 | 8.584 | 2.070 | 415% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.01B | 4,215% |
| Annual Yield % from dividends | 1.31 | 0.16 | 831% |
| Returns for 1 year | 15.20 | 2.24 | 679% |
| Returns for 3 years | 46.45 | 18.38 | 253% |
| Returns for 5 years | 75.40 | 32.33 | 233% |
| Returns for 10 years | 128.19 | 48.84 | 262% |