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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$15.02
Change-$0.36 (-2.34%)
VolumeN/A
Net Assets4.64M
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
FHUMX vs FSMDX Comparison Chart
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FHUMX vs. FSMDX commentary
Feb 23, 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: 38.6B vs. FHUMX (4.65M). FSMDX pays higher dividends than FHUMX: FSMDX (1.28) vs FHUMX (0.07). FHUMX was incepted earlier than FSMDX: FHUMX (5 years) vs FSMDX (13 years). FHUMX is a more actively managed with annual turnover of: 20.00 vs. FSMDX (9.00). 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 : 12.97 vs. FHUMX (2.76).
| FHUMX | FSMDX | FHUMX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | -3.034 | 1.717 | -177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65M | 38.6B | 0% |
| Annual Yield % from dividends | 0.07 | 1.28 | 6% |
| Returns for 1 year | 2.76 | 12.97 | 21% |
| Returns for 3 years | 13.83 | 24.51 | 56% |
| Returns for 5 years | N/A | 51.19 | - |
| Returns for 10 years | N/A | 107.43 | - |