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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Harbor Mid Cap Retirement
Price$15.15
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets166.96M
FSMDX vs HMCRX Comparison Chart
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FSMDX vs. HMCRX commentary
Jan 19, 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: 37B vs. HMCRX (167M). 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 : 21.14 vs. HMCRX (14.17). FSMDX return over 5 years is better than : 54.11 vs. HMCRX (44.54).
| 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 | 3.642 | 3.767 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 167M | 22,156% |
| Annual Yield % from dividends | 1.28 | 0.59 | 219% |
| Returns for 1 year | 21.14 | 14.17 | 149% |
| Returns for 3 years | 20.66 | 5.85 | 353% |
| Returns for 5 years | 54.11 | 44.54 | 121% |
| Returns for 10 years | 124.41 | N/A | - |
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