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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$86.76
Change-$0.36 (-0.41%)
VolumeN/A
Net Assets36.02B
Harbor Mid Cap Retirement
Price$13.95
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets158.89M
FSMAX vs HMCRX Comparison Chart
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FSMAX vs. HMCRX commentary
May 25, 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 HMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. HMCRX (159M). HMCRX pays higher dividends than FSMAX: HMCRX (0.65) vs FSMAX (0.54). FSMAX was incepted earlier than HMCRX: FSMAX (14 years) vs HMCRX (5 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 (9.00). 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 : 7.84 vs. HMCRX (-0.11). FSMAX return over 5 years is better than : 63.03 vs. HMCRX (53.55).
| 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 | 5 years | - |
| Gain YTD | -4.533 | -4.452 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 159M | 22,642% |
| Annual Yield % from dividends | 0.54 | 0.65 | 83% |
| Returns for 1 year | 7.84 | -0.11 | -7,365% |
| Returns for 3 years | 38.05 | 8.62 | 441% |
| Returns for 5 years | 63.03 | 53.55 | 118% |
| Returns for 10 years | 64.25 | N/A | - |
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