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FSMAX vs HFDRX
FSMAX vs HFDRX Comparison
Open Charts FSMAX vs HFDRX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Hartford Schroders US MidCap Opps R3
Price$18.74
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets989.08M
FSMAX vs HFDRX Comparison Chart in %
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FSMAX vs. HFDRX commentary
Jul 07, 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 FSMAX is a Buy and HFDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. HFDRX (989M). FSMAX pays higher dividends than HFDRX: FSMAX (0.47) 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 (9.00). FSMAX (0) and HFDRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. HFDRX (1.41). FSMAX return over 5 years is better than : 64.88 vs. HFDRX (32.91).
| 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 | 4.632 | -0.213 | -2,175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 989M | 3,964% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 1.41 | 1,323% |
| Returns for 3 years | 54.62 | 18.98 | 288% |
| Returns for 5 years | 64.88 | 32.91 | 197% |
| Returns for 10 years | 81.19 | N/A | - |
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