Interact to see
Advertisement
Advertisement
BMSFX vs FSMAX
BMSFX vs FSMAX Comparison
Open Charts BMSFX vs FSMAX
BMSFX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. FSMAX commentary
Aug 03, 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 BMSFX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BMSFX (3.12B). FSMAX pays higher dividends than BMSFX: FSMAX (0.50) vs BMSFX (0.40). BMSFX was incepted earlier than FSMAX: BMSFX (10 years) vs FSMAX (15 years). BMSFX (0.92) is less costly to investors than FSMAX (0.04). BMSFX is a more actively managed with annual turnover of: 58.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than BMSFX: FSMAX (0) vs BMSFX (1000). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. BMSFX (18.95). FSMAX return over 5 years is better than : 33.18 vs. BMSFX (13.60).
| BMSFX | FSMAX | BMSFX / FSMAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,629% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 18.322 | 13.370 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 40.1B | 8% |
| Annual Yield % from dividends | 0.40 | 0.50 | 79% |
| Returns for 1 year | 18.95 | 20.57 | 92% |
| Returns for 3 years | 41.06 | 55.83 | 74% |
| Returns for 5 years | 13.60 | 33.18 | 41% |
| Returns for 10 years | N/A | 133.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers