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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$59.58
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets778.65M
FAMEX vs FSMDX Comparison Chart
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FAMEX vs. FSMDX commentary
Jun 06, 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 FAMEX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. FAMEX (779M). FSMDX pays higher dividends than FAMEX: FSMDX (1.14) vs FAMEX (0.11). FAMEX was incepted earlier than FSMDX: FAMEX (29 years) vs FSMDX (14 years). FAMEX (1.22) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 8.00 vs. FAMEX (7.00). FSMDX has a lower initial minimum investment than FAMEX: FSMDX (0) vs FAMEX (500). FSMDX annual gain was more profitable for investors over the last year : 10.27 vs. FAMEX (4.02). FAMEX (64.20) and FSMDX (63.08) have equivalent 5 years return.
| FAMEX | FSMDX | FAMEX / FSMDX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,880% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,880% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 7.637 | 1.866 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 40.4B | 2% |
| Annual Yield % from dividends | 0.11 | 1.14 | 10% |
| Returns for 1 year | 4.02 | 10.27 | 39% |
| Returns for 3 years | 33.46 | 28.17 | 119% |
| Returns for 5 years | 64.20 | 63.08 | 102% |
| Returns for 10 years | 144.10 | 111.08 | 130% |
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