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FSMDX vs SMDVX
FSMDX vs SMDVX Comparison
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FSMDX vs SMDVX Comparison Chart in %
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FSMDX vs. SMDVX commentary
Aug 23, 2026
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 Hold and SMDVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. SMDVX (1.11B). FSMDX pays higher dividends than SMDVX: FSMDX (0.76) vs SMDVX (0.18). FSMDX was incepted earlier than SMDVX: FSMDX (15 years) vs SMDVX (20 years). SMDVX (1.16) is less costly to investors than FSMDX (0.03). SMDVX is a more actively managed with annual turnover of: 62.00 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 : 21.53 vs. SMDVX (17.96). FSMDX return over 5 years is better than : 47.15 vs. SMDVX (7.23).
| FSMDX | SMDVX | FSMDX / SMDVX | |
| Total Expense Ratio | 0.03 | 1.16 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.16 | 2% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 17.736 | 19.866 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.11B | 4,694% |
| Annual Yield % from dividends | 0.76 | 0.18 | 422% |
| Returns for 1 year | 21.53 | 17.96 | 120% |
| Returns for 3 years | 63.59 | 31.39 | 203% |
| Returns for 5 years | 47.15 | 7.23 | 653% |
| Returns for 10 years | 166.80 | 78.96 | 211% |
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