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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
Hartford Schroders US MidCap Opps A
Price$18.68
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets948.17M
FSMAX vs SMDVX Comparison Chart in %
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FSMAX vs. SMDVX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. SMDVX (948M). FSMAX pays higher dividends than SMDVX: FSMAX (0.44) 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 : 12.72 vs. SMDVX (-5.55). FSMAX return over 5 years is better than : 48.84 vs. SMDVX (23.02).
| 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 | 10.860 | 1.743 | 623% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 948M | 4,367% |
| Annual Yield % from dividends | 0.44 | 0.15 | 283% |
| Returns for 1 year | 12.72 | -5.55 | -229% |
| Returns for 3 years | 63.57 | 22.62 | 281% |
| Returns for 5 years | 48.84 | 23.02 | 212% |
| Returns for 10 years | 103.74 | 52.81 | 196% |
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