Ad is loading...
FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$81.49
Change+$2.00 (+2.52%)
VolumeN/A
Net Assets36.55B
Harbor Mid Cap Retirement
Price$13.54
Change+$0.23 (+1.73%)
VolumeN/A
Net Assets153.28M
FSMAX vs HMCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HMCRX commentary
Apr 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: 36.5B vs. HMCRX (153M). HMCRX pays higher dividends than FSMAX: HMCRX (0.63) vs FSMAX (0.53). FSMAX was incepted earlier than HMCRX: FSMAX (14 years) vs HMCRX (5 years). HMCRX (0.89) 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 : 0.98 vs. HMCRX (-4.35). FSMAX return over 5 years is better than : 66.04 vs. HMCRX (57.96).
| FSMAX | HMCRX | FSMAX / HMCRX | |
| Total Expense Ratio | 0.04 | 0.80 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.89 | 4% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -12.533 | -8.836 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 153M | 23,856% |
| Annual Yield % from dividends | 0.53 | 0.63 | 85% |
| Returns for 1 year | 0.98 | -4.35 | -23% |
| Returns for 3 years | 10.93 | -0.86 | -1,274% |
| Returns for 5 years | 66.04 | 57.96 | 114% |
| Returns for 10 years | 49.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...