Ad is loading...
FSMDX vs SMDVX
FSMDX vs SMDVX Comparison
Open Charts FSMDX vs SMDVX
Fidelity Mid Cap Index
Price$34.10
Change-$0.24 (-0.70%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps A
Price$18.51
Change+$0.21 (+1.15%)
VolumeN/A
CapitalizationN/A
FSMDX vs SMDVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMDVX commentary
Dec 23, 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 StrongBuy and SMDVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. SMDVX (1.02B). 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 : 16.00 vs. SMDVX (7.65). FSMDX return over 5 years is better than : 54.54 vs. SMDVX (18.54).
| 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 | 15.185 | 6.932 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.02B | 3,886% |
| Annual Yield % from dividends | 1.28 | 0.24 | 536% |
| Returns for 1 year | 16.00 | 7.65 | 209% |
| Returns for 3 years | 14.12 | 3.95 | 358% |
| Returns for 5 years | 54.54 | 18.54 | 294% |
| Returns for 10 years | 113.54 | 55.72 | 204% |
View a ticker or compare two or three
VS
VS
Ad is loading...