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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$13.59
Change+$1.26 (+10.22%)
VolumeN/A
Net Assets3.74M
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
FHUMX vs FSMDX Comparison Chart
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FHUMX vs. FSMDX commentary
Apr 10, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. FHUMX (3.74M). FSMDX pays higher dividends than FHUMX: FSMDX (1.20) vs FHUMX (0.11). 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 (8.00). 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 : -9.80 vs. FHUMX (-18.80).
| 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 | -20.400 | -15.013 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74M | 37.6B | 0% |
| Annual Yield % from dividends | 0.11 | 1.20 | 9% |
| Returns for 1 year | -18.80 | -9.80 | 192% |
| Returns for 3 years | -7.25 | 0.43 | -1,668% |
| Returns for 5 years | N/A | 61.73 | - |
| Returns for 10 years | N/A | 71.81 | - |
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