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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Harbor Mid Cap Retirement
Price$14.56
Change-$0.48 (-3.19%)
VolumeN/A
CapitalizationN/A
FSMDX vs HMCRX Comparison Chart
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FSMDX vs. HMCRX commentary
Dec 19, 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 HMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. HMCRX (176M). FSMDX pays higher dividends than HMCRX: FSMDX (1.28) vs HMCRX (0.59). FSMDX was incepted earlier than HMCRX: FSMDX (13 years) vs HMCRX (5 years). HMCRX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). 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 : 20.70 vs. HMCRX (9.37). FSMDX return over 5 years is better than : 57.26 vs. HMCRX (47.61).
| FSMDX | HMCRX | FSMDX / HMCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 19.211 | 9.781 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 176M | 22,500% |
| Annual Yield % from dividends | 1.28 | 0.59 | 219% |
| Returns for 1 year | 20.70 | 9.37 | 221% |
| Returns for 3 years | 19.14 | 3.07 | 623% |
| Returns for 5 years | 57.26 | 47.61 | 120% |
| Returns for 10 years | 122.53 | N/A | - |