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ETADX vs FSMAX
ETADX vs FSMAX Comparison
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ETADX vs FSMAX Comparison Chart in %
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ETADX vs. FSMAX commentary
Aug 23, 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 ETADX is a StrongBuy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. ETADX (1.37B). FSMAX pays higher dividends than ETADX: FSMAX (0.50) vs ETADX (0.24). ETADX was incepted earlier than FSMAX: ETADX (9 years) vs FSMAX (15 years). ETADX (1.19) is less costly to investors than FSMAX (0.04). ETADX is a more actively managed with annual turnover of: 58.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than ETADX: FSMAX (0) vs ETADX (1000). FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. ETADX (12.26). FSMAX return over 5 years is better than : 40.14 vs. ETADX (36.33).
| ETADX | FSMAX | ETADX / FSMAX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,429% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 3,400% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 14.694 | 16.937 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 40.1B | 3% |
| Annual Yield % from dividends | 0.24 | 0.50 | 48% |
| Returns for 1 year | 12.26 | 23.68 | 52% |
| Returns for 3 years | 50.12 | 72.74 | 69% |
| Returns for 5 years | 36.33 | 40.14 | 91% |
| Returns for 10 years | N/A | 134.49 | - |
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