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FSMAX vs HFDTX
FSMAX vs HFDTX Comparison
Open Charts FSMAX vs HFDTX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Hartford Schroders US MidCap Opps R5
Price$18.69
Change-$0.29 (-1.53%)
VolumeN/A
Net Assets957.51M
FSMAX vs HFDTX Comparison Chart
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FSMAX vs. HFDTX commentary
Jun 16, 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 HFDTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. HFDTX (958M). FSMAX pays higher dividends than HFDTX: FSMAX (0.50) vs HFDTX (0.32). 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: 48.00 vs. FSMAX (9.00). FSMAX (0) and HFDTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. HFDTX (-2.13). FSMAX return over 5 years is better than : 60.48 vs. HFDTX (34.53).
| 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 | -2.080 | -3.610 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 958M | 3,925% |
| Annual Yield % from dividends | 0.50 | 0.32 | 155% |
| Returns for 1 year | 11.48 | -2.13 | -540% |
| Returns for 3 years | 47.57 | 19.68 | 242% |
| Returns for 5 years | 60.48 | 34.53 | 175% |
| Returns for 10 years | 66.64 | N/A | - |
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