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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Harbor Mid Cap Retirement
Price$14.52
Change-$0.32 (-2.16%)
VolumeN/A
Net Assets165.48M
FSMDX vs HMCRX Comparison Chart
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FSMDX vs. HMCRX commentary
Feb 23, 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: 38.6B vs. HMCRX (165M). 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 : 12.97 vs. HMCRX (4.05). FSMDX return over 5 years is better than : 51.19 vs. HMCRX (37.76).
| 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 | 1.717 | -0.548 | -313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 165M | 23,394% |
| Annual Yield % from dividends | 1.28 | 0.59 | 219% |
| Returns for 1 year | 12.97 | 4.05 | 320% |
| Returns for 3 years | 24.51 | 6.28 | 390% |
| Returns for 5 years | 51.19 | 37.76 | 136% |
| Returns for 10 years | 107.43 | N/A | - |