CHCYX
Price
$14.16
Change
-$0.23 (-1.60%)
Updated
Jul 24 closing price
Net Assets
2.69B
FSMAX
Price
$114.14
Change
-$0.32 (-0.28%)
Updated
Jul 24 closing price
Net Assets
43.48B
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CHCYX vs FSMAX

CHCYX vs FSMAX Comparison Chart in %
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CHCYX 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 CHCYX is a Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. CHCYX (2.69B). FSMAX pays higher dividends than CHCYX: FSMAX (0.48) vs CHCYX (0.00). CHCYX was incepted earlier than FSMAX: CHCYX (30 years) vs FSMAX (15 years). CHCYX (0.70) is less costly to investors than FSMAX (0.04). CHCYX is a more actively managed with annual turnover of: 80.00 vs. FSMAX (23.00). CHCYX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 20.08 vs. CHCYX (7.53). FSMAX return over 5 years is better than : 33.56 vs. CHCYX (-12.97).
CHCYXFSMAXCHCYX / FSMAX
Total Expense Ratio0.690.041,971%
Annual Report Gross Expense Ratio0.700.042,000%
Fund Existence30 years15 years-
Gain YTD11.25713.69882%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.69B43.5B6%
Annual Yield % from dividends0.000.48-
Returns for 1 year7.5320.0837%
Returns for 3 years32.7558.1656%
Returns for 5 years-12.9733.56-39%
Returns for 10 years60.21132.0446%
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