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CHCIX vs FSMAX
CHCIX vs FSMAX Comparison
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CHCIX vs FSMAX Comparison Chart in %
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CHCIX 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 CHCIX is a Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. CHCIX (2.58B). FSMAX pays higher dividends than CHCIX: FSMAX (0.50) vs CHCIX (0.00). CHCIX was incepted earlier than FSMAX: CHCIX (21 years) vs FSMAX (15 years). CHCIX (0.76) is less costly to investors than FSMAX (0.04). CHCIX is a more actively managed with annual turnover of: 80.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than CHCIX: FSMAX (0) vs CHCIX (2000000). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. CHCIX (2.35). FSMAX return over 5 years is better than : 33.18 vs. CHCIX (-17.98).
| CHCIX | FSMAX | CHCIX / FSMAX | |
| Total Expense Ratio | 0.76 | 0.04 | 2,171% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 2,171% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 6.467 | 13.370 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 40.1B | 6% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 2.35 | 20.57 | 11% |
| Returns for 3 years | 24.20 | 55.83 | 43% |
| Returns for 5 years | -17.98 | 33.18 | -54% |
| Returns for 10 years | 52.79 | 133.82 | 39% |
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