Interact to see
Advertisement
Advertisement
FSMAX vs HFDTX
FSMAX vs HFDTX Comparison
Open Charts FSMAX vs HFDTX
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
Hartford Schroders US MidCap Opps R5
Price$19.13
Change-$0.22 (-1.14%)
VolumeN/A
Net Assets974.26M
FSMAX vs HFDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HFDTX commentary
Aug 09, 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 Hold and HFDTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. HFDTX (974M). FSMAX pays higher dividends than HFDTX: FSMAX (0.46) vs HFDTX (0.31). FSMAX was incepted earlier than HFDTX: FSMAX (14 years) vs HFDTX (9 years). HFDTX (0.92) is less costly to investors than FSMAX (0.04). HFDTX is a more actively managed with annual turnover of: 48.00 vs. FSMAX (9.00). FSMAX (0) and HFDTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.48 vs. HFDTX (0.91). FSMAX return over 5 years is better than : 51.23 vs. HFDTX (27.01).
| FSMAX | HFDTX | FSMAX / HFDTX | |
| Total Expense Ratio | 0.04 | 0.92 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.92 | 4% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 4.401 | -0.206 | -2,134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 974M | 4,066% |
| Annual Yield % from dividends | 0.46 | 0.31 | 148% |
| Returns for 1 year | 18.48 | 0.91 | 2,035% |
| Returns for 3 years | 39.75 | 13.30 | 299% |
| Returns for 5 years | 51.23 | 27.01 | 190% |
| Returns for 10 years | 83.14 | N/A | - |