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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Harbor Mid Cap Retirement
Price$13.53
Change-$0.74 (-5.19%)
VolumeN/A
Net Assets162.69M
FSMDX vs HMCRX Comparison Chart
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FSMDX vs. HMCRX commentary
Apr 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 Hold and HMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. HMCRX (163M). 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 : 4.57 vs. HMCRX (-1.80). FSMDX return over 5 years is better than : 118.86 vs. HMCRX (96.12).
| 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 | -1.836 | -2.260 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 163M | 23,067% |
| Annual Yield % from dividends | 1.20 | 0.63 | 191% |
| Returns for 1 year | 4.57 | -1.80 | -254% |
| Returns for 3 years | 13.46 | 2.09 | 643% |
| Returns for 5 years | 118.86 | 96.12 | 124% |
| Returns for 10 years | 99.53 | N/A | - |
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