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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. CHCZX (2.52B). FSMAX pays higher dividends than CHCZX: FSMAX (0.49) 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 : 13.05 vs. CHCZX (-2.46). FSMAX return over 5 years is better than : 32.77 vs. CHCZX (-20.63).
| 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 | 5.304 | 13.370 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 40.1B | 6% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -2.46 | 13.05 | -19% |
| Returns for 3 years | 28.69 | 63.92 | 45% |
| Returns for 5 years | -20.63 | 32.77 | -63% |
| Returns for 10 years | 52.57 | 133.42 | 39% |
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