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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Hartford Schroders US MidCap Opps A
Price$18.52
Change-$0.31 (-1.65%)
VolumeN/A
Net Assets968.96M
FSMAX vs SMDVX Comparison Chart in %
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FSMAX vs. SMDVX 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 SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. SMDVX (969M). FSMAX pays higher dividends than SMDVX: FSMAX (0.56) vs SMDVX (0.20). FSMAX was incepted earlier than SMDVX: FSMAX (14 years) vs SMDVX (20 years). SMDVX (1.16) is less costly to investors than FSMAX (0.04). SMDVX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than SMDVX: FSMAX (0) vs SMDVX (2000). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. SMDVX (-1.53). FSMAX return over 5 years is better than : 19.23 vs. SMDVX (5.89).
| FSMAX | SMDVX | FSMAX / SMDVX | |
| Total Expense Ratio | 0.04 | 1.16 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.16 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.050 | 3.637 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 969M | 4,190% |
| Annual Yield % from dividends | 0.56 | 0.20 | 278% |
| Returns for 1 year | 10.51 | -1.53 | -687% |
| Returns for 3 years | 48.06 | 11.49 | 418% |
| Returns for 5 years | 19.23 | 5.89 | 326% |
| Returns for 10 years | 157.02 | 85.93 | 183% |
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