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FSMAX vs HFDTX
FSMAX vs HFDTX Comparison
Open Charts FSMAX vs HFDTX
Fidelity Extended Market Index
Price$81.49
Change+$2.00 (+2.52%)
VolumeN/A
Net Assets36.55B
Hartford Schroders US MidCap Opps R5
Price$17.78
Change+$0.22 (+1.25%)
VolumeN/A
Net Assets904.62M
FSMAX vs HFDTX Comparison Chart
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FSMAX vs. HFDTX commentary
Apr 26, 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 StrongBuy and HFDTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. HFDTX (905M). FSMAX pays higher dividends than HFDTX: FSMAX (0.53) vs HFDTX (0.33). FSMAX was incepted earlier than HFDTX: FSMAX (14 years) vs HFDTX (9 years). HFDTX (0.94) is less costly to investors than FSMAX (0.04). HFDTX is a more actively managed with annual turnover of: 34.00 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 : 0.98 vs. HFDTX (-6.58). FSMAX return over 5 years is better than : 66.04 vs. HFDTX (37.33).
| FSMAX | HFDTX | FSMAX / HFDTX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -12.533 | -9.438 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 905M | 4,033% |
| Annual Yield % from dividends | 0.53 | 0.33 | 162% |
| Returns for 1 year | 0.98 | -6.58 | -15% |
| Returns for 3 years | 10.93 | 0.10 | 11,174% |
| Returns for 5 years | 66.04 | 37.33 | 177% |
| Returns for 10 years | 49.78 | N/A | - |
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