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EEOFX vs FSMAX
EEOFX vs FSMAX Comparison
Open Charts EEOFX vs FSMAX
Pear Tree Essex Environmental Opps Odnry
Price$11.35
Change+$0.65 (+6.07%)
VolumeN/A
Net Assets30.9M
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
EEOFX vs FSMAX Comparison Chart
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EEOFX vs. FSMAX commentary
Apr 11, 2025
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 EEOFX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. EEOFX (30.9M). FSMAX pays higher dividends than EEOFX: FSMAX (0.53) vs EEOFX (0.00). EEOFX was incepted earlier than FSMAX: EEOFX (8 years) vs FSMAX (14 years). EEOFX (1.51) is less costly to investors than FSMAX (0.04). EEOFX is a more actively managed with annual turnover of: 47.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than EEOFX: FSMAX (0) vs EEOFX (2500). FSMAX annual gain was more profitable for investors over the last year : -11.84 vs. EEOFX (-15.48). FSMAX return over 5 years is better than : 52.02 vs. EEOFX (19.55).
| EEOFX | FSMAX | EEOFX / FSMAX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,543% |
| Annual Report Gross Expense Ratio | 1.51 | 0.04 | 4,314% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -18.196 | -20.489 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 36.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -15.48 | -11.84 | 131% |
| Returns for 3 years | -30.29 | -1.87 | 1,617% |
| Returns for 5 years | 19.55 | 52.02 | 38% |
| Returns for 10 years | N/A | 35.24 | - |
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