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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$35.76
Change+$0.20 (+0.56%)
VolumeN/A
Net Assets42.38B
Harbor Mid Cap Retirement
Price$14.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets167.27M
FSMDX vs HMCRX Comparison Chart in %
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FSMDX vs. HMCRX commentary
Jul 04, 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 HMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. HMCRX (167M). FSMDX pays higher dividends than HMCRX: FSMDX (1.31) vs HMCRX (0.60). FSMDX was incepted earlier than HMCRX: FSMDX (14 years) vs HMCRX (6 years). HMCRX (0.86) is less costly to investors than FSMDX (0.03). HMCRX is a more actively managed with annual turnover of: 18.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than HMCRX: FSMDX (0) vs HMCRX (1000000). FSMDX annual gain was more profitable for investors over the last year : 15.28 vs. HMCRX (7.39). FSMDX return over 5 years is better than : 76.62 vs. HMCRX (56.12).
| FSMDX | HMCRX | FSMDX / HMCRX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.86 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 5.556 | 1.986 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 167M | 25,389% |
| Annual Yield % from dividends | 1.31 | 0.60 | 219% |
| Returns for 1 year | 15.28 | 7.39 | 207% |
| Returns for 3 years | 46.71 | 20.28 | 230% |
| Returns for 5 years | 76.62 | 56.12 | 137% |
| Returns for 10 years | 119.96 | N/A | - |
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