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FSMAX vs SMDRX
FSMAX vs SMDRX Comparison
Open Charts FSMAX vs SMDRX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Hartford Schroders US MidCap Opps SDR
Price$18.78
Change-$0.29 (-1.52%)
VolumeN/A
Net Assets957.51M
FSMAX vs SMDRX Comparison Chart
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FSMAX vs. SMDRX commentary
Jun 16, 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 FSMAX is a Buy and SMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. SMDRX (958M). FSMAX pays higher dividends than SMDRX: FSMAX (0.50) vs SMDRX (0.43). FSMAX was incepted earlier than SMDRX: FSMAX (14 years) vs SMDRX (10 years). SMDRX (0.81) is less costly to investors than FSMAX (0.04). SMDRX is a more actively managed with annual turnover of: 48.00 vs. FSMAX (9.00). 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 : 11.48 vs. SMDRX (-2.01). FSMAX return over 5 years is better than : 60.48 vs. SMDRX (35.31).
| 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 | 10 years | - |
| Gain YTD | -2.080 | -3.544 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 958M | 3,925% |
| Annual Yield % from dividends | 0.50 | 0.43 | 116% |
| Returns for 1 year | 11.48 | -2.01 | -572% |
| Returns for 3 years | 47.57 | 20.11 | 237% |
| Returns for 5 years | 60.48 | 35.31 | 171% |
| Returns for 10 years | 66.64 | 45.77 | 146% |
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