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FSMDX vs HMCRX
FSMDX vs HMCRX Comparison
Open Charts FSMDX vs HMCRX
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
Harbor Mid Cap Retirement
Price$15.97
Change+$0.14 (+0.88%)
VolumeN/A
Net Assets176.55M
FSMDX vs HMCRX Comparison Chart in %
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FSMDX vs. HMCRX commentary
Dec 04, 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 FSMDX is a StrongBuy and HMCRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. HMCRX (177M). FSMDX pays higher dividends than HMCRX: FSMDX (1.24) vs HMCRX (0.55). FSMDX was incepted earlier than HMCRX: FSMDX (14 years) vs HMCRX (6 years). HMCRX (0.86) is less costly to investors than FSMDX (0.03). HMCRX is a more actively managed with annual turnover of: 18.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than HMCRX: FSMDX (0) vs HMCRX (1000000). FSMDX annual gain was more profitable for investors over the last year : 1.54 vs. HMCRX (1.31). FSMDX return over 5 years is better than : 48.70 vs. HMCRX (35.89).
| FSMDX | HMCRX | FSMDX / HMCRX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.86 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 10.097 | 8.356 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 177M | 25,876% |
| Annual Yield % from dividends | 1.24 | 0.55 | 224% |
| Returns for 1 year | 1.54 | 1.31 | 117% |
| Returns for 3 years | 38.99 | 22.15 | 176% |
| Returns for 5 years | 48.70 | 35.89 | 136% |
| Returns for 10 years | 136.04 | N/A | - |
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