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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Harbor Mid Cap Retirement
Price$16.56
Change+$1.22 (+7.95%)
VolumeN/A
Net Assets193.53M
FSMAX vs HMCRX Comparison Chart in %
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FSMAX vs. HMCRX 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 HMCRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. HMCRX (194M). HMCRX pays higher dividends than FSMAX: HMCRX (0.69) vs FSMAX (0.56). FSMAX was incepted earlier than HMCRX: FSMAX (14 years) vs HMCRX (6 years). HMCRX (0.86) is less costly to investors than FSMAX (0.04). HMCRX is a more actively managed with annual turnover of: 22.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than HMCRX: FSMAX (0) vs HMCRX (1000000). HMCRX (10.69) and FSMAX (10.51) have marching annual gain over last year. HMCRX return over 5 years is better than : 33.26 vs. FSMAX (19.23).
| FSMAX | HMCRX | FSMAX / HMCRX | |
| Total Expense Ratio | 0.04 | 0.80 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.86 | 4% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.050 | 6.290 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 194M | 20,928% |
| Annual Yield % from dividends | 0.56 | 0.69 | 81% |
| Returns for 1 year | 10.51 | 10.69 | 98% |
| Returns for 3 years | 48.06 | 27.28 | 176% |
| Returns for 5 years | 19.23 | 33.26 | 58% |
| Returns for 10 years | 157.02 | N/A | - |
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