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ALOYX vs FSMAX
ALOYX vs FSMAX Comparison
Open Charts ALOYX vs FSMAX
ALOYX vs FSMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. ALOYX (352M). FSMAX pays higher dividends than ALOYX: FSMAX (0.50) vs ALOYX (0.00). ALOYX was incepted earlier than FSMAX: ALOYX (5 years) vs FSMAX (15 years). ALOYX (0.83) is less costly to investors than FSMAX (0.04). ALOYX is a more actively managed with annual turnover of: 265.15 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than ALOYX: FSMAX (0) vs ALOYX (500000). ALOYX (30.31) and FSMAX (30.22) have marching annual gain over last year. FSMAX return over 5 years is better than : 38.58 vs. ALOYX (17.80).
| ALOYX | FSMAX | ALOYX / FSMAX | |
| Total Expense Ratio | 0.74 | 0.04 | 2,114% |
| Annual Report Gross Expense Ratio | 0.83 | 0.04 | 2,371% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.295 | 15.556 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 42.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 30.31 | 30.22 | 100% |
| Returns for 3 years | 89.37 | 67.14 | 133% |
| Returns for 5 years | 17.80 | 38.58 | 46% |
| Returns for 10 years | N/A | 146.90 | - |
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