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FBTAX vs FSMEX
FBTAX vs FSMEX Comparison
Open Charts FBTAX vs FSMEX
FBTAX vs FSMEX Comparison Chart in %
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FBTAX vs. FSMEX commentary
Sep 05, 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 FBTAX is a StrongBuy and FSMEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMEX has more cash in the bank: 3.35B vs. FBTAX (2.43B). FBTAX pays higher dividends than FSMEX: FBTAX (0.91) vs FSMEX (0.00). FBTAX was incepted earlier than FSMEX: FBTAX (26 years) vs FSMEX (28 years). FBTAX (0.96) is less costly to investors than FSMEX (0.62). FSMEX is a more actively managed with annual turnover of: 54.00 vs. FBTAX (51.00). FBTAX (0) and FSMEX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 64.39 vs. FSMEX (-11.12). FBTAX return over 5 years is better than : 47.46 vs. FSMEX (-40.84).
| FBTAX | FSMEX | FBTAX / FSMEX | |
| Total Expense Ratio | 0.96 | 0.62 | 155% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 33.307 | -12.448 | -268% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 3.35B | 73% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | 64.39 | -11.12 | -579% |
| Returns for 3 years | 114.12 | -15.55 | -734% |
| Returns for 5 years | 47.46 | -40.84 | -116% |
| Returns for 10 years | 150.54 | 22.16 | 679% |
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