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FCMAX vs SHRSX
FCMAX vs SHRSX Comparison
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FCMAX vs SHRSX Comparison Chart in %
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FCMAX vs. SHRSX commentary
Jun 15, 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 FCMAX is a Hold and SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
FCMAX has more cash in the bank: 1.87B vs. SHRSX (190M). SHRSX pays higher dividends than FCMAX: SHRSX (3.43) vs FCMAX (2.70). FCMAX was incepted earlier than SHRSX: FCMAX (24 years) vs SHRSX (7 years). FCMAX (0.76) is less costly to investors than SHRSX (0.62). FCMAX is a more actively managed with annual turnover of: 19.00 vs. SHRSX (6.00). FCMAX has a lower initial minimum investment than SHRSX: FCMAX (0) vs SHRSX (1000000). SHRSX annual gain was more profitable for investors over the last year : 7.50 vs. FCMAX (6.56). FCMAX return over 5 years is better than : 2.99 vs. SHRSX (1.79).
| FCMAX | SHRSX | FCMAX / SHRSX | |
| Total Expense Ratio | 0.76 | 0.59 | 129% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 0.962 | 1.535 | 63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 190M | 985% |
| Annual Yield % from dividends | 2.70 | 3.43 | 79% |
| Returns for 1 year | 6.56 | 7.50 | 87% |
| Returns for 3 years | 11.66 | 11.95 | 98% |
| Returns for 5 years | 2.99 | 1.79 | 167% |
| Returns for 10 years | 17.00 | N/A | - |
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