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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$15.73
Change-$0.28 (-1.75%)
VolumeN/A
Net Assets4.79M
Fidelity Mid Cap Index
Price$37.23
Change-$0.24 (-0.64%)
VolumeN/A
Net Assets45.37B
FHUMX vs FSMDX Comparison Chart in %
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FHUMX vs. FSMDX commentary
Oct 09, 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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. FHUMX (4.79M). FSMDX pays higher dividends than FHUMX: FSMDX (1.25) vs FHUMX (0.09). FHUMX was incepted earlier than FSMDX: FHUMX (5 years) vs FSMDX (14 years). FHUMX (6.45) is less costly to investors than FSMDX (0.03). FHUMX is a more actively managed with annual turnover of: 24.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than FHUMX: FSMDX (0) vs FHUMX (1000000). FSMDX annual gain was more profitable for investors over the last year : 11.82 vs. FHUMX (-1.68). FSMDX return over 5 years is better than : 64.92 vs. FHUMX (46.32).
| FHUMX | FSMDX | FHUMX / FSMDX | |
| Total Expense Ratio | 0.83 | 0.03 | 3,320% |
| Annual Report Gross Expense Ratio | 6.45 | 0.03 | 25,800% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 3.357 | 11.225 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79M | 45.4B | 0% |
| Annual Yield % from dividends | 0.09 | 1.25 | 8% |
| Returns for 1 year | -1.68 | 11.82 | -14% |
| Returns for 3 years | 38.27 | 58.42 | 66% |
| Returns for 5 years | 46.32 | 64.92 | 71% |
| Returns for 10 years | N/A | 140.82 | - |