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FSMDX vs HFDTX
FSMDX vs HFDTX Comparison
Open Charts FSMDX vs HFDTX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps R5
Price$20.22
Change-$0.10 (-0.49%)
VolumeN/A
CapitalizationN/A
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FSMDX vs HFDTX Comparison Chart
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FSMDX vs. HFDTX commentary
Sep 21, 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 FSMDX is a Buy and HFDTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. HFDTX (998M). 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 : 23.41 vs. HFDTX (16.65). FSMDX return over 5 years is better than : 56.67 vs. HFDTX (32.09).
| 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 | 12.397 | 10.451 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 998M | 3,587% |
| Annual Yield % from dividends | 1.28 | 0.40 | 319% |
| Returns for 1 year | 23.41 | 16.65 | 141% |
| Returns for 3 years | 10.21 | -2.97 | -343% |
| Returns for 5 years | 56.67 | 32.09 | 177% |
| Returns for 10 years | 113.85 | N/A | - |
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