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FCMAX vs TAFTX
FCMAX vs TAFTX Comparison
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FCMAX vs TAFTX Comparison Chart in %
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FCMAX vs. TAFTX 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 FCMAX is a Hold and TAFTX is a Hold.
FUNDAMENTALS
Fundamentals
TAFTX has more cash in the bank: 3.67B vs. FCMAX (1.84B). TAFTX pays higher dividends than FCMAX: TAFTX (3.12) vs FCMAX (2.79). FCMAX was incepted earlier than TAFTX: FCMAX (24 years) vs TAFTX (40 years). FCMAX (0.76) is less costly to investors than TAFTX (0.56). TAFTX is a more actively managed with annual turnover of: 32.00 vs. FCMAX (19.00). FCMAX initial investment is less costly to investors than TAFTX (4%) vs TAFTX (4%). FCMAX has a lower initial minimum investment than TAFTX: FCMAX (0) vs TAFTX (1000). FCMAX annual gain was more profitable for investors over the last year : 2.78 vs. TAFTX (0.74). FCMAX return over 5 years is better than : 0.78 vs. TAFTX (-10.51).
| FCMAX | TAFTX | FCMAX / TAFTX | |
| Total Expense Ratio | 0.76 | 0.56 | 136% |
| Annual Report Gross Expense Ratio | 0.76 | 0.56 | 136% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | -1.105 | -2.500 | 44% |
| Front Load | 4% | 4% | 107% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 3.67B | 50% |
| Annual Yield % from dividends | 2.79 | 3.12 | 90% |
| Returns for 1 year | 2.78 | 0.74 | 377% |
| Returns for 3 years | 9.72 | 2.01 | 484% |
| Returns for 5 years | 0.78 | -10.51 | -7% |
| Returns for 10 years | 13.73 | -6.88 | -200% |
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