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ALOCX vs FSMAX
ALOCX vs FSMAX Comparison
Open Charts ALOCX vs FSMAX
ALOCX vs FSMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. ALOCX (342M). FSMAX pays higher dividends than ALOCX: FSMAX (0.50) vs ALOCX (0.00). ALOCX was incepted earlier than FSMAX: ALOCX (5 years) vs FSMAX (15 years). ALOCX (1.92) is less costly to investors than FSMAX (0.04). ALOCX is a more actively managed with annual turnover of: 265.15 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than ALOCX: FSMAX (0) vs ALOCX (1000). FSMAX annual gain was more profitable for investors over the last year : 30.08 vs. ALOCX (27.03).
| ALOCX | FSMAX | ALOCX / FSMAX | |
| Total Expense Ratio | 1.92 | 0.04 | 5,486% |
| Annual Report Gross Expense Ratio | 1.92 | 0.04 | 5,486% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.437 | 14.890 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 42.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 27.03 | 30.08 | 90% |
| Returns for 3 years | 81.26 | 73.38 | 111% |
| Returns for 5 years | N/A | 37.47 | - |
| Returns for 10 years | N/A | 143.95 | - |
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