Interact to see
Advertisement
Advertisement
FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
Harbor Mid Cap Retirement
Price$15.31
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets172.26M
FSMDX vs HMCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. HMCRX commentary
Jul 27, 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 (172M). 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 (15.00). 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 : 15.20 vs. HMCRX (6.82). FSMDX return over 5 years is better than : 75.40 vs. HMCRX (54.78).
| 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 | 8.584 | 4.863 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 172M | 24,651% |
| Annual Yield % from dividends | 1.31 | 0.60 | 219% |
| Returns for 1 year | 15.20 | 6.82 | 223% |
| Returns for 3 years | 46.45 | 19.12 | 243% |
| Returns for 5 years | 75.40 | 54.78 | 138% |
| Returns for 10 years | 128.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement