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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$33.64
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets37.69B
Harbor Mid Cap Retirement
Price$13.95
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets158.89M
FSMDX vs HMCRX Comparison Chart
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FSMDX vs. HMCRX commentary
May 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: 37.7B vs. HMCRX (159M). FSMDX pays higher dividends than HMCRX: FSMDX (1.21) vs HMCRX (0.65). FSMDX was incepted earlier than HMCRX: FSMDX (14 years) vs HMCRX (5 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 : 7.77 vs. HMCRX (-0.11). FSMDX return over 5 years is better than : 77.94 vs. HMCRX (53.55).
| 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 | 5 years | - |
| Gain YTD | -0.385 | -4.452 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 159M | 23,711% |
| Annual Yield % from dividends | 1.21 | 0.65 | 187% |
| Returns for 1 year | 7.77 | -0.11 | -7,292% |
| Returns for 3 years | 32.54 | 8.62 | 378% |
| Returns for 5 years | 77.94 | 53.55 | 146% |
| Returns for 10 years | 103.37 | N/A | - |
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