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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
Aug 24, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. AFOZX (356M). FSMAX pays higher dividends than AFOZX: FSMAX (0.50) 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 (23.68) and AFOZX (22.59) have marching annual gain over last year. FSMAX return over 5 years is better than : 40.14 vs. AFOZX (13.46).
| 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 | 14.060 | 16.937 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 40.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 22.59 | 23.68 | 95% |
| Returns for 3 years | 96.61 | 72.74 | 133% |
| Returns for 5 years | 13.46 | 40.14 | 34% |
| Returns for 10 years | N/A | 134.49 | - |
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