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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
Jul 25, 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 Hold and FSMEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMEX has more cash in the bank: 3.07B vs. FBTAX (2.2B). FBTAX pays higher dividends than FSMEX: FBTAX (0.98) 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 : 65.47 vs. FSMEX (-22.38). FBTAX return over 5 years is better than : 46.24 vs. FSMEX (-43.68).
| 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 | 22.997 | -23.037 | -100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 3.07B | 72% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 65.47 | -22.38 | -293% |
| Returns for 3 years | 94.47 | -29.24 | -323% |
| Returns for 5 years | 46.24 | -43.68 | -106% |
| Returns for 10 years | 134.61 | 11.76 | 1,144% |
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