Interact to see
Advertisement
Advertisement
AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
AFOZX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFOZX vs. FSMAX commentary
Jul 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. AFOZX (348M). FSMAX pays higher dividends than AFOZX: FSMAX (0.48) 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). AFOZX annual gain was more profitable for investors over the last year : 26.63 vs. FSMAX (24.38). FSMAX return over 5 years is better than : 39.12 vs. AFOZX (15.94).
| 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 | 12.044 | 15.913 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 43.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 26.63 | 24.38 | 109% |
| Returns for 3 years | 81.01 | 63.28 | 128% |
| Returns for 5 years | 15.94 | 39.12 | 41% |
| Returns for 10 years | N/A | 139.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers