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FSMDX vs HFDSX
FSMDX vs HFDSX Comparison
Open Charts FSMDX vs HFDSX
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
Hartford Schroders US MidCap Opps R4
Price$17.25
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets907.9M
FSMDX vs HFDSX Comparison Chart
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FSMDX vs. HFDSX commentary
Apr 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 FSMDX is a Buy and HFDSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. HFDSX (908M). FSMDX pays higher dividends than HFDSX: FSMDX (1.20) vs HFDSX (0.04). FSMDX was incepted earlier than HFDSX: FSMDX (14 years) vs HFDSX (8 years). HFDSX (1.24) is less costly to investors than FSMDX (0.03). HFDSX is a more actively managed with annual turnover of: 34.00 vs. FSMDX (8.00). FSMDX (0) and HFDSX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 1.53 vs. HFDSX (-7.11). FSMDX return over 5 years is better than : 70.65 vs. HFDSX (32.56).
| FSMDX | HFDSX | FSMDX / HFDSX | |
| Total Expense Ratio | 0.03 | 1.24 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.24 | 2% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -9.476 | -10.903 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 908M | 4,141% |
| Annual Yield % from dividends | 1.20 | 0.04 | 3,104% |
| Returns for 1 year | 1.53 | -7.11 | -22% |
| Returns for 3 years | 7.96 | -3.40 | -234% |
| Returns for 5 years | 70.65 | 32.56 | 217% |
| Returns for 10 years | 83.80 | N/A | - |
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