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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Hartford Schroders US MidCap Opps A
Price$18.36
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets989.08M
FSMAX vs SMDVX Comparison Chart in %
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FSMAX vs. SMDVX commentary
Jul 07, 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 SMDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SMDVX (989M). 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 : 18.61 vs. SMDVX (1.61). FSMAX return over 5 years is better than : 64.88 vs. SMDVX (34.35).
| 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 | 4.632 | 0.000 | - |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 989M | 3,964% |
| Annual Yield % from dividends | 0.47 | 0.16 | 300% |
| Returns for 1 year | 18.61 | 1.61 | 1,159% |
| Returns for 3 years | 54.62 | 20.05 | 272% |
| Returns for 5 years | 64.88 | 34.35 | 189% |
| Returns for 10 years | 81.19 | 45.82 | 177% |
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