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FBIOX vs FSMAX
FBIOX vs FSMAX Comparison Chart
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FBIOX vs. FSMAX commentary
Jun 09, 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: 37.6B vs. FBIOX (3.67B). FBIOX pays higher dividends than FSMAX: FBIOX (1.30) vs FSMAX (0.50). 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 : 13.39 vs. FBIOX (-0.92). FSMAX return over 5 years is better than : 53.30 vs. FBIOX (-16.62).
| 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 | -2.327 | -0.308 | 755% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 37.6B | 10% |
| Annual Yield % from dividends | 1.30 | 0.50 | 261% |
| Returns for 1 year | -0.92 | 13.39 | -7% |
| Returns for 3 years | 34.31 | 32.12 | 107% |
| Returns for 5 years | -16.62 | 53.30 | -31% |
| Returns for 10 years | -27.63 | 71.67 | -39% |
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