CHCLX
Price
$12.48
Change
-$0.03 (-0.24%)
Updated
Jul 23 closing price
Net Assets
2.7B
FSMAX
Price
$114.46
Change
-$0.63 (-0.55%)
Updated
Jul 23 closing price
Net Assets
43.48B
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CHCLX vs FSMAX

CHCLX vs FSMAX Comparison Chart in %
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CHCLX vs. FSMAX commentary
Jul 25, 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 CHCLX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. CHCLX (2.7B). FSMAX pays higher dividends than CHCLX: FSMAX (0.48) vs CHCLX (0.00). CHCLX was incepted earlier than FSMAX: CHCLX (88 years) vs FSMAX (15 years). CHCLX (0.93) is less costly to investors than FSMAX (0.04). CHCLX is a more actively managed with annual turnover of: 80.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than CHCLX: FSMAX (0) vs CHCLX (2500). FSMAX annual gain was more profitable for investors over the last year : 19.73 vs. CHCLX (5.84). FSMAX return over 5 years is better than : 34.29 vs. CHCLX (-16.54).
CHCLXFSMAXCHCLX / FSMAX
Total Expense Ratio0.920.042,629%
Annual Report Gross Expense Ratio0.930.042,657%
Fund Existence88 years15 years-
Gain YTD11.10114.32478%
Front Load4%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.7B43.5B6%
Annual Yield % from dividends0.000.48-
Returns for 1 year5.8419.7330%
Returns for 3 years30.0459.2951%
Returns for 5 years-16.5434.29-48%
Returns for 10 years46.83134.5935%
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