Interact to see
Advertisement
Advertisement
FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$36.62
Change-$0.44 (-1.19%)
VolumeN/A
Net Assets45.37B
Harbor Mid Cap Retirement
Price$15.18
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets169.83M
FSMDX vs HMCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. HMCRX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. HMCRX (170M). FSMDX pays higher dividends than HMCRX: FSMDX (1.25) vs HMCRX (0.57). 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 : 6.13 vs. HMCRX (-0.25). FSMDX return over 5 years is better than : 60.38 vs. HMCRX (37.73).
| 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 | 8.702 | 3.699 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 170M | 26,706% |
| Annual Yield % from dividends | 1.25 | 0.57 | 218% |
| Returns for 1 year | 6.13 | -0.25 | -2,481% |
| Returns for 3 years | 54.63 | 29.96 | 182% |
| Returns for 5 years | 60.38 | 37.73 | 160% |
| Returns for 10 years | 135.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PDCC | 16.28 | N/A | N/A |
| Pearl Diver Credit Company Inc. | |||
| QAI | 33.76 | -0.05 | -0.14% |
| NYLI Hedge Multi-Strategy Tracker ETF | |||
| CUT | 28.27 | -0.12 | -0.43% |
| Invesco MSCI Global Timber ETF | |||
| DYNF | 58.51 | -0.51 | -0.86% |
| iShares U.S. Equity Fac Rotation Act ETF | |||
| SMLV | 126.33 | -1.83 | -1.43% |
| SPDR® SSGA US Small Cap Low Volatil ETF | |||