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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Harbor Mid Cap Retirement
Price$14.52
Change-$0.32 (-2.16%)
VolumeN/A
Net Assets165.48M
FSMAX vs HMCRX Comparison Chart
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FSMAX vs. HMCRX commentary
Feb 23, 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: 41.9B vs. HMCRX (165M). 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 : 15.39 vs. HMCRX (4.05). FSMAX return over 5 years is better than : 41.45 vs. HMCRX (37.76).
| 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 | 0.341 | -0.548 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 165M | 25,394% |
| Annual Yield % from dividends | 1.10 | 0.59 | 187% |
| Returns for 1 year | 15.39 | 4.05 | 380% |
| Returns for 3 years | 24.35 | 6.28 | 388% |
| Returns for 5 years | 41.45 | 37.76 | 110% |
| Returns for 10 years | 72.15 | N/A | - |