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FSMAX vs HFDRX
FSMAX vs HFDRX Comparison
Open Charts FSMAX vs HFDRX
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
Hartford Schroders US MidCap Opps R3
Price$19.00
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets966.99M
FSMAX vs HFDRX Comparison Chart in %
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FSMAX vs. HFDRX commentary
Jan 15, 2026
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 FSMAX is a Hold and HFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFDRX (967M). FSMAX pays higher dividends than HFDRX: FSMAX (0.57) vs HFDRX (0.00). FSMAX was incepted earlier than HFDRX: FSMAX (14 years) vs HFDRX (9 years). HFDRX (1.52) is less costly to investors than FSMAX (0.04). HFDRX is a more actively managed with annual turnover of: 48.00 vs. FSMAX (15.00). FSMAX (0) and HFDRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.86 vs. HFDRX (1.12). FSMAX return over 5 years is better than : 25.65 vs. HFDRX (5.91).
| FSMAX | HFDRX | FSMAX / HFDRX | |
| Total Expense Ratio | 0.04 | 1.52 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.52 | 2% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 4.867 | 3.939 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 967M | 4,147% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 15.86 | 1.12 | 1,419% |
| Returns for 3 years | 60.22 | 13.77 | 437% |
| Returns for 5 years | 25.65 | 5.91 | 434% |
| Returns for 10 years | 156.70 | N/A | - |