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FAMEX vs FSMAX
FAMEX vs FSMAX Comparison
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FAMEX vs FSMAX Comparison Chart in %
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FAMEX 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 FAMEX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. FAMEX (615M). FSMAX pays higher dividends than FAMEX: FSMAX (0.50) vs FAMEX (0.10). FAMEX was incepted earlier than FSMAX: FAMEX (30 years) vs FSMAX (15 years). FAMEX (1.22) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. FAMEX (5.00). FSMAX has a lower initial minimum investment than FAMEX: FSMAX (0) vs FAMEX (500). FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. FAMEX (-3.20). FSMAX return over 5 years is better than : 40.14 vs. FAMEX (16.81).
| FAMEX | FSMAX | FAMEX / FSMAX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,486% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,486% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 5.102 | 16.937 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 40.1B | 2% |
| Annual Yield % from dividends | 0.10 | 0.50 | 19% |
| Returns for 1 year | -3.20 | 23.68 | -13% |
| Returns for 3 years | 17.93 | 72.74 | 25% |
| Returns for 5 years | 16.81 | 40.14 | 42% |
| Returns for 10 years | 118.26 | 134.49 | 88% |
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