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FSMAX vs HFDTX
FSMAX vs HFDTX Comparison
Open Charts FSMAX vs HFDTX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Hartford Schroders US MidCap Opps R5
Price$19.67
Change-$0.25 (-1.26%)
VolumeN/A
Net Assets960.76M
FSMAX vs HFDTX Comparison Chart in %
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FSMAX vs. HFDTX commentary
Feb 04, 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 HFDTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. HFDTX (961M). FSMAX pays higher dividends than HFDTX: FSMAX (0.56) vs HFDTX (0.38). FSMAX was incepted earlier than HFDTX: FSMAX (14 years) vs HFDTX (9 years). HFDTX (0.92) is less costly to investors than FSMAX (0.04). HFDTX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (15.00). FSMAX (0) and HFDTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. HFDTX (-0.79). FSMAX return over 5 years is better than : 19.23 vs. HFDTX (9.14).
| FSMAX | HFDTX | FSMAX / HFDTX | |
| Total Expense Ratio | 0.04 | 0.92 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.92 | 4% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 3.050 | 3.690 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 961M | 4,225% |
| Annual Yield % from dividends | 0.56 | 0.38 | 148% |
| Returns for 1 year | 10.51 | -0.79 | -1,331% |
| Returns for 3 years | 48.06 | 13.43 | 358% |
| Returns for 5 years | 19.23 | 9.14 | 210% |
| Returns for 10 years | 157.02 | N/A | - |
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