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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$81.32
Change-$1.40 (-1.69%)
VolumeN/A
CapitalizationN/A
Harbor Mid Cap Retirement
Price$14.47
Change-$0.18 (-1.23%)
VolumeN/A
CapitalizationN/A
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FSMAX vs HMCRX Comparison Chart
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FSMAX vs. HMCRX commentary
Sep 08, 2024
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 Buy and HMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. HMCRX (162M). 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 : 17.00 vs. HMCRX (14.03).
| 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 | 5.970 | 6.934 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 162M | 25,864% |
| Annual Yield % from dividends | 1.10 | 0.59 | 187% |
| Returns for 1 year | 17.00 | 14.03 | 121% |
| Returns for 3 years | -7.22 | 2.49 | -290% |
| Returns for 5 years | 41.51 | N/A | - |
| Returns for 10 years | 61.60 | N/A | - |