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FSMAX vs HFDTX
FSMAX vs HFDTX Comparison
Open Charts FSMAX vs HFDTX
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
Hartford Schroders US MidCap Opps R5
Price$19.52
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets976.31M
FSMAX vs HFDTX Comparison Chart in %
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FSMAX vs. HFDTX commentary
Aug 30, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. HFDTX (976M). 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 : 17.59 vs. HFDTX (-2.06). FSMAX return over 5 years is better than : 52.77 vs. HFDTX (27.90).
| 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 | 9.067 | 1.341 | 676% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 976M | 4,057% |
| Annual Yield % from dividends | 0.46 | 0.31 | 148% |
| Returns for 1 year | 17.59 | -2.06 | -855% |
| Returns for 3 years | 48.67 | 17.43 | 279% |
| Returns for 5 years | 52.77 | 27.90 | 189% |
| Returns for 10 years | 100.52 | N/A | - |