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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$16.36
Change-$0.57 (-3.37%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
FHUMX vs FSMDX Comparison Chart
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FHUMX vs. FSMDX commentary
Dec 19, 2024
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: 39.6B vs. FHUMX (4.84M). FSMDX pays higher dividends than FHUMX: FSMDX (1.28) vs FHUMX (0.07). FHUMX was incepted earlier than FSMDX: FHUMX (4 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 : 20.70 vs. FHUMX (15.50).
| FHUMX | FSMDX | FHUMX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 19.058 | 19.211 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84M | 39.6B | 0% |
| Annual Yield % from dividends | 0.07 | 1.28 | 6% |
| Returns for 1 year | 15.50 | 20.70 | 75% |
| Returns for 3 years | 13.74 | 19.14 | 72% |
| Returns for 5 years | N/A | 57.26 | - |
| Returns for 10 years | N/A | 122.53 | - |