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FSMAX vs HMCLX
FSMAX vs HMCLX Comparison
Open Charts FSMAX vs HMCLX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Harbor Mid Cap Institutional
Price$13.94
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets160.33M
FSMAX vs HMCLX Comparison Chart
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FSMAX vs. HMCLX commentary
May 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 StrongBuy and HMCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. HMCLX (160M). HMCLX pays higher dividends than FSMAX: HMCLX (0.58) vs FSMAX (0.54). FSMAX was incepted earlier than HMCLX: FSMAX (14 years) vs HMCLX (5 years). HMCLX (0.94) is less costly to investors than FSMAX (0.04). HMCLX is a more actively managed with annual turnover of: 18.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than HMCLX: FSMAX (0) vs HMCLX (50000). FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. HMCLX (-1.59). FSMAX return over 5 years is better than : 60.52 vs. HMCLX (54.43).
| FSMAX | HMCLX | FSMAX / HMCLX | |
| Total Expense Ratio | 0.04 | 0.88 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -7.989 | -5.274 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 160M | 22,500% |
| Annual Yield % from dividends | 0.54 | 0.58 | 93% |
| Returns for 1 year | 3.90 | -1.59 | -245% |
| Returns for 3 years | 32.38 | 8.70 | 372% |
| Returns for 5 years | 60.52 | 54.43 | 111% |
| Returns for 10 years | 59.20 | N/A | - |
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