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FSMAX vs HMCRX
FSMAX vs HMCRX Comparison
Open Charts FSMAX vs HMCRX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Harbor Mid Cap Retirement
Price$14.34
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets165.54M
FSMAX vs HMCRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. HMCRX (166M). HMCRX pays higher dividends than FSMAX: HMCRX (0.62) vs FSMAX (0.50). 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: 18.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than HMCRX: FSMAX (0) vs HMCRX (1000000). FSMAX annual gain was more profitable for investors over the last year : 13.41 vs. HMCRX (3.13). FSMAX return over 5 years is better than : 63.25 vs. HMCRX (52.56).
| 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 | -0.385 | -1.781 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 166M | 22,651% |
| Annual Yield % from dividends | 0.50 | 0.62 | 80% |
| Returns for 1 year | 13.41 | 3.13 | 429% |
| Returns for 3 years | 50.12 | 16.77 | 299% |
| Returns for 5 years | 63.25 | 52.56 | 120% |
| Returns for 10 years | 69.53 | N/A | - |