Interact to see
Advertisement
Advertisement
CHCZX vs FSMAX
CHCZX vs FSMAX Comparison
Open Charts CHCZX vs FSMAX
CHCZX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHCZX vs. FSMAX commentary
Jun 04, 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 CHCZX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. CHCZX (2.83B). FSMAX pays higher dividends than CHCZX: FSMAX (0.50) vs CHCZX (0.00). CHCZX was incepted earlier than FSMAX: CHCZX (12 years) vs FSMAX (15 years). CHCZX (0.67) is less costly to investors than FSMAX (0.04). CHCZX is a more actively managed with annual turnover of: 80.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than CHCZX: FSMAX (0) vs CHCZX (2000000). FSMAX annual gain was more profitable for investors over the last year : 30.08 vs. CHCZX (18.72). FSMAX return over 5 years is better than : 37.47 vs. CHCZX (-3.64).
| CHCZX | FSMAX | CHCZX / FSMAX | |
| Total Expense Ratio | 0.67 | 0.04 | 1,914% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,914% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 15.757 | 14.890 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 42.7B | 7% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 18.72 | 30.08 | 62% |
| Returns for 3 years | 44.78 | 73.38 | 61% |
| Returns for 5 years | -3.64 | 37.47 | -10% |
| Returns for 10 years | 70.99 | 143.95 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers