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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
Jun 03, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. AFOIX (343M). FSMAX pays higher dividends than AFOIX: FSMAX (0.50) 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 (30.51) and AFOIX (30.21) have marching annual gain over last year. FSMAX return over 5 years is better than : 37.00 vs. AFOIX (15.80).
| 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 | 10.024 | 13.668 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 42.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 30.21 | 30.51 | 99% |
| Returns for 3 years | 86.26 | 71.53 | 121% |
| Returns for 5 years | 15.80 | 37.00 | 43% |
| Returns for 10 years | N/A | 141.36 | - |
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