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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Hartford Schroders US MidCap Opps A
Price$18.74
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets1.01B
FSMAX vs SMDVX Comparison Chart in %
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FSMAX vs. SMDVX commentary
Jul 27, 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 StrongBuy and SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SMDVX (1.01B). FSMAX pays higher dividends than SMDVX: FSMAX (0.47) vs SMDVX (0.16). FSMAX was incepted earlier than SMDVX: FSMAX (14 years) vs SMDVX (19 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 (9.00). 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 : 15.33 vs. SMDVX (2.24). FSMAX return over 5 years is better than : 61.91 vs. SMDVX (32.33).
| 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 | 19 years | - |
| Gain YTD | 6.195 | 2.070 | 299% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.01B | 3,897% |
| Annual Yield % from dividends | 0.47 | 0.16 | 300% |
| Returns for 1 year | 15.33 | 2.24 | 684% |
| Returns for 3 years | 51.73 | 18.38 | 281% |
| Returns for 5 years | 61.91 | 32.33 | 192% |
| Returns for 10 years | 86.12 | 48.84 | 176% |
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