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AFOIX vs FSMAX
AFOIX vs FSMAX Comparison
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AFOIX vs FSMAX Comparison Chart in %
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AFOIX vs. FSMAX commentary
Jul 28, 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 AFOIX is a Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. AFOIX (332M). FSMAX pays higher dividends than AFOIX: FSMAX (0.48) vs AFOIX (0.00). AFOIX was incepted earlier than FSMAX: AFOIX (7 years) vs FSMAX (15 years). AFOIX (1.15) is less costly to investors than FSMAX (0.04). AFOIX is a more actively managed with annual turnover of: 265.15 vs. FSMAX (23.00). AFOIX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.94 vs. AFOIX (15.08). FSMAX return over 5 years is better than : 32.87 vs. AFOIX (5.63).
| AFOIX | FSMAX | AFOIX / FSMAX | |
| Total Expense Ratio | 1.15 | 0.04 | 3,286% |
| Annual Report Gross Expense Ratio | 1.15 | 0.04 | 3,286% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 6.357 | 13.380 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 43.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 15.08 | 18.94 | 80% |
| Returns for 3 years | 72.35 | 56.75 | 127% |
| Returns for 5 years | 5.63 | 32.87 | 17% |
| Returns for 10 years | N/A | 130.49 | - |
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