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FSMDX vs HFDTX
FSMDX vs HFDTX Comparison
Open Charts FSMDX vs HFDTX
Fidelity Mid Cap Index
Price$35.42
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets37.02B
Hartford Schroders US MidCap Opps R5
Price$20.09
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.05B
FSMDX vs HFDTX Comparison Chart
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FSMDX vs. HFDTX commentary
Jan 24, 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 Hold and HFDTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. HFDTX (1.05B). FSMDX pays higher dividends than HFDTX: FSMDX (1.28) vs HFDTX (0.40). FSMDX was incepted earlier than HFDTX: FSMDX (13 years) vs HFDTX (8 years). HFDTX is a more actively managed with annual turnover of: 34.00 vs. FSMDX (9.00). FSMDX (0) and HFDTX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.47 vs. HFDTX (10.05). FSMDX return over 5 years is better than : 57.65 vs. HFDTX (22.64).
| FSMDX | HFDTX | FSMDX / HFDTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 4.886 | 3.352 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.05B | 3,524% |
| Annual Yield % from dividends | 1.28 | 0.40 | 319% |
| Returns for 1 year | 21.47 | 10.05 | 214% |
| Returns for 3 years | 25.98 | 13.59 | 191% |
| Returns for 5 years | 57.65 | 22.64 | 255% |
| Returns for 10 years | 121.18 | N/A | - |