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FSMDX vs HFDRX
FSMDX vs HFDRX Comparison
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FSMDX vs HFDRX Comparison Chart in %
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FSMDX vs. HFDRX commentary
Aug 03, 2026
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 FSMDX is a Buy and HFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. HFDRX (1.08B). FSMDX pays higher dividends than HFDRX: FSMDX (0.76) vs HFDRX (0.00). FSMDX was incepted earlier than HFDRX: FSMDX (15 years) vs HFDRX (10 years). HFDRX (1.52) is less costly to investors than FSMDX (0.03). HFDRX is a more actively managed with annual turnover of: 62.00 vs. FSMDX (15.00). FSMDX (0) and HFDRX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 18.74 vs. HFDRX (13.62). FSMDX return over 5 years is better than : 42.85 vs. HFDRX (4.15).
| FSMDX | HFDRX | FSMDX / HFDRX | |
| Total Expense Ratio | 0.03 | 1.52 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.52 | 2% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 14.622 | 16.794 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.08B | 4,820% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 18.74 | 13.62 | 138% |
| Returns for 3 years | 50.09 | 23.05 | 217% |
| Returns for 5 years | 42.85 | 4.15 | 1,033% |
| Returns for 10 years | 165.64 | N/A | - |
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