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FHUMX vs FSMAX
FHUMX vs FSMAX Comparison
Open Charts FHUMX vs FSMAX
Federated Hermes US SMID Institutional
Price$15.62
Change-$0.12 (-0.76%)
VolumeN/A
Net Assets4.7M
Fidelity Extended Market Index
Price$94.95
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets39.63B
FHUMX vs FSMAX Comparison Chart in %
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FHUMX vs. FSMAX commentary
Aug 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 FHUMX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. FHUMX (4.7M). FSMAX pays higher dividends than FHUMX: FSMAX (0.46) vs FHUMX (0.10). FHUMX was incepted earlier than FSMAX: FHUMX (5 years) vs FSMAX (14 years). FHUMX (6.45) is less costly to investors than FSMAX (0.04). FHUMX is a more actively managed with annual turnover of: 24.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than FHUMX: FSMAX (0) vs FHUMX (1000000). FSMAX annual gain was more profitable for investors over the last year : 20.34 vs. FHUMX (4.20). FSMAX return over 5 years is better than : 51.31 vs. FHUMX (48.73).
| FHUMX | FSMAX | FHUMX / FSMAX | |
| Total Expense Ratio | 0.83 | 0.04 | 2,371% |
| Annual Report Gross Expense Ratio | 6.45 | 0.04 | 18,429% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 1.614 | 4.456 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7M | 39.6B | 0% |
| Annual Yield % from dividends | 0.10 | 0.46 | 21% |
| Returns for 1 year | 4.20 | 20.34 | 21% |
| Returns for 3 years | 21.87 | 38.69 | 57% |
| Returns for 5 years | 48.73 | 51.31 | 95% |
| Returns for 10 years | N/A | 84.02 | - |