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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$94.21
Change+$1.04 (+1.12%)
VolumeN/A
Net Assets39.17B
Harbor Mid Cap Retirement
Price$14.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets167.27M
FSMAX vs HMCRX Comparison Chart in %
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FSMAX vs. HMCRX commentary
Jul 04, 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: 39.2B vs. HMCRX (167M). HMCRX pays higher dividends than FSMAX: HMCRX (0.60) vs FSMAX (0.47). 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 (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 : 16.52 vs. HMCRX (7.39). FSMAX return over 5 years is better than : 61.55 vs. HMCRX (56.12).
| 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 | 2.520 | 1.986 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 167M | 23,473% |
| Annual Yield % from dividends | 0.47 | 0.60 | 79% |
| Returns for 1 year | 16.52 | 7.39 | 224% |
| Returns for 3 years | 51.50 | 20.28 | 254% |
| Returns for 5 years | 61.55 | 56.12 | 110% |
| Returns for 10 years | 77.16 | N/A | - |
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