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CHCZX vs FSMAX
CHCZX vs FSMAX Comparison
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CHCZX vs FSMAX Comparison Chart in %
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CHCZX vs. FSMAX commentary
Jul 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 CHCZX is a StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. CHCZX (2.76B). FSMAX pays higher dividends than CHCZX: FSMAX (0.48) 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 : 24.38 vs. CHCZX (12.37). FSMAX return over 5 years is better than : 39.12 vs. CHCZX (-8.10).
| 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 | 14.119 | 15.913 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 43.5B | 6% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 12.37 | 24.38 | 51% |
| Returns for 3 years | 35.09 | 63.28 | 55% |
| Returns for 5 years | -8.10 | 39.12 | -21% |
| Returns for 10 years | 66.09 | 139.20 | 47% |
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