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FSMAX vs SMDRX
FSMAX vs SMDRX Comparison
Open Charts FSMAX vs SMDRX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Hartford Schroders US MidCap Opps SDR
Price$19.77
Change-$0.26 (-1.30%)
VolumeN/A
Net Assets968.96M
FSMAX vs SMDRX Comparison Chart in %
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FSMAX vs. SMDRX commentary
Feb 04, 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 FSMAX is a Hold and SMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. SMDRX (969M). FSMAX pays higher dividends than SMDRX: FSMAX (0.56) vs SMDRX (0.46). FSMAX was incepted earlier than SMDRX: FSMAX (14 years) vs SMDRX (11 years). SMDRX (0.81) is less costly to investors than FSMAX (0.04). SMDRX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than SMDRX: FSMAX (0) vs SMDRX (5000000). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. SMDRX (-0.64). FSMAX return over 5 years is better than : 19.23 vs. SMDRX (9.93).
| FSMAX | SMDRX | FSMAX / SMDRX | |
| Total Expense Ratio | 0.04 | 0.81 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.81 | 4% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 3.050 | 3.671 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 969M | 4,190% |
| Annual Yield % from dividends | 0.56 | 0.46 | 121% |
| Returns for 1 year | 10.51 | -0.64 | -1,638% |
| Returns for 3 years | 48.06 | 13.90 | 346% |
| Returns for 5 years | 19.23 | 9.93 | 194% |
| Returns for 10 years | 157.02 | 95.43 | 165% |
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