Interact to see
Advertisement
Advertisement
FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$100.97
Change-$1.65 (-1.61%)
VolumeN/A
Net Assets41.44B
Harbor Mid Cap Retirement
Price$15.18
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets169.83M
FSMAX vs HMCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HMCRX commentary
Oct 18, 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: 41.4B vs. HMCRX (170M). HMCRX pays higher dividends than FSMAX: HMCRX (0.57) vs FSMAX (0.44). 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 : 12.92 vs. HMCRX (-0.25). FSMAX return over 5 years is better than : 49.17 vs. HMCRX (37.73).
| 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 | 11.103 | 3.699 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 170M | 24,353% |
| Annual Yield % from dividends | 0.44 | 0.57 | 76% |
| Returns for 1 year | 12.92 | -0.25 | -5,232% |
| Returns for 3 years | 66.31 | 29.96 | 221% |
| Returns for 5 years | 49.17 | 37.73 | 130% |
| Returns for 10 years | 103.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TFSCX | 17.08 | N/A | N/A |
| Templeton Ins Foreign Smaller Co Ser Adv | |||
| CAPRX | 9.30 | N/A | N/A |
| Federated Hermes Capital Income R | |||
| FIQBX | 31.38 | -0.04 | -0.13% |
| Fidelity Advisor Asset Manager 70% Z | |||
| RGEAX | 11.45 | -0.05 | -0.43% |
| Russell Inv Global Equity A | |||
| SJGAX | 33.18 | -0.26 | -0.78% |
| Steward Large Cap Growth A | |||