Interact to see
Advertisement
Advertisement
FBTAX vs FSMEX
FBTAX vs FSMEX Comparison
Open Charts FBTAX vs FSMEX
FBTAX vs FSMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FSMEX commentary
Aug 14, 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 Buy and FSMEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMEX has more cash in the bank: 3.12B vs. FBTAX (2.2B). FBTAX pays higher dividends than FSMEX: FBTAX (0.99) 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 : 63.95 vs. FSMEX (-12.51). FBTAX return over 5 years is better than : 52.03 vs. FSMEX (-37.82).
| 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 | 28.446 | -13.743 | -207% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 3.12B | 70% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | 63.95 | -12.51 | -511% |
| Returns for 3 years | 104.97 | -16.31 | -644% |
| Returns for 5 years | 52.03 | -37.82 | -138% |
| Returns for 10 years | 134.09 | 19.83 | 676% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement