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FSMAX vs HFDSX
FSMAX vs HFDSX Comparison
Open Charts FSMAX vs HFDSX
Fidelity Extended Market Index
Price$77.78
Change+$0.62 (+0.80%)
VolumeN/A
Net Assets36.55B
Hartford Schroders US MidCap Opps R4
Price$17.25
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets907.9M
FSMAX vs HFDSX Comparison Chart
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FSMAX vs. HFDSX commentary
Apr 18, 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 FSMAX is a Buy and HFDSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. HFDSX (908M). FSMAX pays higher dividends than HFDSX: FSMAX (0.53) vs HFDSX (0.04). FSMAX was incepted earlier than HFDSX: FSMAX (14 years) vs HFDSX (8 years). HFDSX (1.24) is less costly to investors than FSMAX (0.04). HFDSX is a more actively managed with annual turnover of: 34.00 vs. FSMAX (9.00). FSMAX (0) and HFDSX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 0.35 vs. HFDSX (-7.11). FSMAX return over 5 years is better than : 60.85 vs. HFDSX (32.56).
| FSMAX | HFDSX | FSMAX / HFDSX | |
| Total Expense Ratio | 0.04 | 1.24 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.24 | 3% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -15.097 | -10.903 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 908M | 4,020% |
| Annual Yield % from dividends | 0.53 | 0.04 | 1,378% |
| Returns for 1 year | 0.35 | -7.11 | -5% |
| Returns for 3 years | 5.53 | -3.40 | -162% |
| Returns for 5 years | 60.85 | 32.56 | 187% |
| Returns for 10 years | 44.71 | N/A | - |
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