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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Harbor Mid Cap Retirement
Price$15.15
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets166.96M
FSMAX vs HMCRX Comparison Chart
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FSMAX vs. HMCRX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. HMCRX (167M). FSMAX pays higher dividends than HMCRX: FSMAX (1.10) vs HMCRX (0.59). FSMAX was incepted earlier than HMCRX: FSMAX (13 years) vs HMCRX (5 years). HMCRX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). 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 : 26.14 vs. HMCRX (14.17). FSMAX return over 5 years is better than : 48.39 vs. HMCRX (44.54).
| FSMAX | HMCRX | FSMAX / HMCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 3.994 | 3.767 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 167M | 24,431% |
| Annual Yield % from dividends | 1.10 | 0.59 | 187% |
| Returns for 1 year | 26.14 | 14.17 | 184% |
| Returns for 3 years | 21.40 | 5.85 | 366% |
| Returns for 5 years | 48.39 | 44.54 | 109% |
| Returns for 10 years | 90.18 | N/A | - |
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