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FBIOX vs FSMAX
FBIOX vs FSMAX Comparison Chart
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FBIOX vs. FSMAX commentary
Apr 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. FBIOX (4B). FBIOX pays higher dividends than FSMAX: FBIOX (1.23) vs FSMAX (0.53). FBIOX was incepted earlier than FSMAX: FBIOX (39 years) vs FSMAX (14 years). FBIOX (0.66) is less costly to investors than FSMAX (0.04). FBIOX is a more actively managed with annual turnover of: 52.00 vs. FSMAX (9.00). FBIOX (0) and FSMAX (0) have matching initial minimum investment requirements. FBIOX (4.14) and FSMAX (4.06) have marching annual gain over last year. FSMAX return over 5 years is better than : 70.21 vs. FBIOX (-13.04).
| FBIOX | FSMAX | FBIOX / FSMAX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,886% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,886% |
| Fund Existence | 39 years | 14 years | - |
| Gain YTD | -4.770 | -10.332 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4B | 36.5B | 11% |
| Annual Yield % from dividends | 1.23 | 0.53 | 231% |
| Returns for 1 year | 4.14 | 4.06 | 102% |
| Returns for 3 years | 26.00 | 17.70 | 147% |
| Returns for 5 years | -13.04 | 70.21 | -19% |
| Returns for 10 years | -25.58 | 53.34 | -48% |
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