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APHMX vs FSMAX
APHMX vs FSMAX Comparison
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APHMX vs FSMAX Comparison Chart in %
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APHMX vs. FSMAX commentary
Aug 23, 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 APHMX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. APHMX (2.87B). FSMAX pays higher dividends than APHMX: FSMAX (0.50) vs APHMX (0.00). APHMX was incepted earlier than FSMAX: APHMX (26 years) vs FSMAX (15 years). APHMX (0.98) is less costly to investors than FSMAX (0.04). APHMX is a more actively managed with annual turnover of: 62.54 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than APHMX: FSMAX (0) vs APHMX (1000000). FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. APHMX (-0.94). FSMAX return over 5 years is better than : 40.14 vs. APHMX (-26.92).
| APHMX | FSMAX | APHMX / FSMAX | |
| Total Expense Ratio | 0.98 | 0.04 | 2,800% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,800% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 8.439 | 16.937 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 40.1B | 7% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -0.94 | 23.68 | -4% |
| Returns for 3 years | 16.48 | 72.74 | 23% |
| Returns for 5 years | -26.92 | 40.14 | -67% |
| Returns for 10 years | 2.01 | 134.49 | 1% |
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