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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$15.16
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets4.52M
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
FHUMX vs FSMDX Comparison Chart in %
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FHUMX vs. FSMDX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. FHUMX (4.52M). FSMDX pays higher dividends than FHUMX: FSMDX (1.31) 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 : 8.58 vs. FHUMX (-6.87). FSMDX return over 5 years is better than : 70.17 vs. FHUMX (49.00).
| 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 | -2.518 | 5.111 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52M | 42.4B | 0% |
| Annual Yield % from dividends | 0.10 | 1.31 | 7% |
| Returns for 1 year | -6.87 | 8.58 | -80% |
| Returns for 3 years | 27.66 | 45.92 | 60% |
| Returns for 5 years | 49.00 | 70.17 | 70% |
| Returns for 10 years | N/A | 117.56 | - |
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