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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
Harbor Mid Cap Retirement
Price$13.54
Change+$0.23 (+1.73%)
VolumeN/A
Net Assets153.28M
FSMDX vs HMCRX Comparison Chart
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FSMDX vs. HMCRX commentary
Apr 25, 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: 37.6B vs. HMCRX (153M). FSMDX pays higher dividends than HMCRX: FSMDX (1.20) vs HMCRX (0.63). FSMDX was incepted earlier than HMCRX: FSMDX (14 years) vs HMCRX (5 years). HMCRX (0.89) 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 : 2.08 vs. HMCRX (-4.35). FSMDX return over 5 years is better than : 77.28 vs. HMCRX (57.96).
| FSMDX | HMCRX | FSMDX / HMCRX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.89 | 3% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -7.137 | -8.836 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 153M | 24,575% |
| Annual Yield % from dividends | 1.20 | 0.63 | 191% |
| Returns for 1 year | 2.08 | -4.35 | -48% |
| Returns for 3 years | 12.77 | -0.86 | -1,489% |
| Returns for 5 years | 77.28 | 57.96 | 133% |
| Returns for 10 years | 89.07 | N/A | - |
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