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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
Harbor Mid Cap Retirement
Price$13.53
Change-$0.74 (-5.19%)
VolumeN/A
Net Assets162.69M
FSMAX vs HMCRX Comparison Chart
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FSMAX vs. HMCRX commentary
Apr 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 Hold and HMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. HMCRX (163M). 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 : 3.80 vs. HMCRX (-1.80). FSMAX return over 5 years is better than : 106.28 vs. HMCRX (96.12).
| 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 | -6.855 | -2.260 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 163M | 22,393% |
| Annual Yield % from dividends | 0.53 | 0.63 | 85% |
| Returns for 1 year | 3.80 | -1.80 | -211% |
| Returns for 3 years | 8.54 | 2.09 | 408% |
| Returns for 5 years | 106.28 | 96.12 | 111% |
| Returns for 10 years | 57.10 | N/A | - |
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