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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
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AFOZX vs FSMAX Comparison Chart in %
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AFOZX vs. FSMAX commentary
Sep 14, 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 AFOZX is a Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. AFOZX (342M). FSMAX pays higher dividends than AFOZX: FSMAX (0.49) vs AFOZX (0.00). AFOZX was incepted earlier than FSMAX: AFOZX (7 years) vs FSMAX (15 years). AFOZX (0.82) is less costly to investors than FSMAX (0.04). AFOZX is a more actively managed with annual turnover of: 265.15 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than AFOZX: FSMAX (0) vs AFOZX (500000). FSMAX annual gain was more profitable for investors over the last year : 13.88 vs. AFOZX (9.83). FSMAX return over 5 years is better than : 33.75 vs. AFOZX (2.42).
| AFOZX | FSMAX | AFOZX / FSMAX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,343% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,343% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 9.885 | 14.205 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 40.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 9.83 | 13.88 | 71% |
| Returns for 3 years | 83.20 | 65.12 | 128% |
| Returns for 5 years | 2.42 | 33.75 | 7% |
| Returns for 10 years | N/A | 135.14 | - |
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