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FSMDX vs HMCLX
FSMDX vs HMCLX Comparison
Open Charts FSMDX vs HMCLX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Harbor Mid Cap Institutional
Price$15.15
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets166.96M
FSMDX vs HMCLX Comparison Chart
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FSMDX vs. HMCLX commentary
Jan 19, 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 HMCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. HMCLX (167M). FSMDX pays higher dividends than HMCLX: FSMDX (1.28) vs HMCLX (0.54). FSMDX was incepted earlier than HMCLX: FSMDX (13 years) vs HMCLX (5 years). HMCLX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than HMCLX: FSMDX (0) vs HMCLX (50000). FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. HMCLX (14.10). FSMDX return over 5 years is better than : 54.11 vs. HMCLX (44.25).
| FSMDX | HMCLX | FSMDX / HMCLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 3.642 | 3.767 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 167M | 22,156% |
| Annual Yield % from dividends | 1.28 | 0.54 | 237% |
| Returns for 1 year | 21.14 | 14.10 | 150% |
| Returns for 3 years | 20.66 | 5.78 | 358% |
| Returns for 5 years | 54.11 | 44.25 | 122% |
| Returns for 10 years | 124.41 | N/A | - |