Interact to see
Advertisement
Advertisement
FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$15.62
Change-$0.12 (-0.76%)
VolumeN/A
Net Assets4.7M
Fidelity Mid Cap Index
Price$35.80
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets43.39B
FHUMX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHUMX vs. FSMDX 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 FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. FHUMX (4.7M). FSMDX pays higher dividends than FHUMX: FSMDX (1.29) vs FHUMX (0.10). 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 : 15.95 vs. FHUMX (4.20). FSMDX return over 5 years is better than : 65.88 vs. FHUMX (48.73).
| 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 | 1.614 | 6.476 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7M | 43.4B | 0% |
| Annual Yield % from dividends | 0.10 | 1.29 | 7% |
| Returns for 1 year | 4.20 | 15.95 | 26% |
| Returns for 3 years | 21.87 | 35.68 | 61% |
| Returns for 5 years | 48.73 | 65.88 | 74% |
| Returns for 10 years | N/A | 123.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement