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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
Hartford Schroders US MidCap Opps A
Price$18.97
Change-$0.37 (-1.91%)
VolumeN/A
Net Assets965.62M
FSMAX vs SMDVX Comparison Chart in %
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FSMAX vs. SMDVX commentary
Nov 14, 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 Hold and SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. SMDVX (966M). FSMAX pays higher dividends than SMDVX: FSMAX (0.43) vs SMDVX (0.15). 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: 48.00 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 : 6.78 vs. SMDVX (-5.36). FSMAX return over 5 years is better than : 44.78 vs. SMDVX (20.88).
| 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 | 11.598 | 5.338 | 217% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 966M | 4,296% |
| Annual Yield % from dividends | 0.43 | 0.15 | 286% |
| Returns for 1 year | 6.78 | -5.36 | -126% |
| Returns for 3 years | 53.30 | 20.06 | 266% |
| Returns for 5 years | 44.78 | 20.88 | 214% |
| Returns for 10 years | 108.36 | 61.22 | 177% |
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