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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$96.78
Change+$0.13 (+0.13%)
VolumeN/A
Net Assets41.46B
Harbor Mid Cap Retirement
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets168.32M
FSMAX vs HMCRX Comparison Chart in %
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FSMAX vs. HMCRX commentary
Nov 20, 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 HMCRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. HMCRX (168M). HMCRX pays higher dividends than FSMAX: HMCRX (0.57) vs FSMAX (0.43). FSMAX was incepted earlier than HMCRX: FSMAX (14 years) vs HMCRX (6 years). HMCRX (0.86) is less costly to investors than FSMAX (0.04). HMCRX is a more actively managed with annual turnover of: 18.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than HMCRX: FSMAX (0) vs HMCRX (1000000). FSMAX annual gain was more profitable for investors over the last year : 4.46 vs. HMCRX (0.68). FSMAX (33.47) and HMCRX (32.22) have equivalent 5 years return.
| FSMAX | HMCRX | FSMAX / HMCRX | |
| Total Expense Ratio | 0.04 | 0.80 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.86 | 4% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 6.349 | 3.562 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 168M | 24,702% |
| Annual Yield % from dividends | 0.43 | 0.57 | 75% |
| Returns for 1 year | 4.46 | 0.68 | 660% |
| Returns for 3 years | 49.71 | 20.32 | 245% |
| Returns for 5 years | 33.47 | 32.22 | 104% |
| Returns for 10 years | 93.83 | N/A | - |
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