CHCLX
Price
$12.92
Change
-$0.02 (-0.15%)
Updated
Aug 13 closing price
Net Assets
2.78B
FSMAX
Price
$120.92
Change
+$0.60 (+0.50%)
Updated
Aug 13 closing price
Net Assets
40.08B
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CHCLX vs FSMAX

CHCLX vs FSMAX Comparison Chart in %
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CHCLX vs. FSMAX commentary
Aug 14, 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 Buy and FSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. CHCLX (2.78B). FSMAX pays higher dividends than CHCLX: FSMAX (0.50) 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 : 23.60 vs. CHCLX (7.65). FSMAX return over 5 years is better than : 40.00 vs. CHCLX (-13.50).
CHCLXFSMAXCHCLX / FSMAX
Total Expense Ratio0.920.042,629%
Annual Report Gross Expense Ratio0.930.042,657%
Fund Existence88 years15 years-
Gain YTD14.92019.51976%
Front Load4%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.78B40.1B7%
Annual Yield % from dividends0.000.50-
Returns for 1 year7.6523.6032%
Returns for 3 years35.3670.8150%
Returns for 5 years-13.5040.00-34%
Returns for 10 years48.74140.2835%
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