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FBIOX vs FSMAX
FBIOX vs FSMAX Comparison Chart in %
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FBIOX vs. FSMAX commentary
Aug 02, 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 FBIOX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. FBIOX (3.75B). FBIOX pays higher dividends than FSMAX: FBIOX (1.17) vs FSMAX (0.46). FBIOX was incepted earlier than FSMAX: FBIOX (40 years) vs FSMAX (14 years). FBIOX (0.63) is less costly to investors than FSMAX (0.04). FBIOX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (9.00). FBIOX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 14.63 vs. FBIOX (-5.23). FSMAX return over 5 years is better than : 57.06 vs. FBIOX (-13.17).
| FBIOX | FSMAX | FBIOX / FSMAX | |
| Total Expense Ratio | 0.63 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.63 | 0.04 | 1,800% |
| Fund Existence | 40 years | 14 years | - |
| Gain YTD | 3.516 | 4.754 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 39.6B | 9% |
| Annual Yield % from dividends | 1.17 | 0.46 | 253% |
| Returns for 1 year | -5.23 | 14.63 | -36% |
| Returns for 3 years | 32.40 | 42.27 | 77% |
| Returns for 5 years | -13.17 | 57.06 | -23% |
| Returns for 10 years | -28.70 | 82.27 | -35% |
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