FDEGX
Price
$78.32
Change
+$0.56 (+0.72%)
Updated
Jun 22 closing price
Net Assets
4.33B
FSMAX
Price
$116.20
Change
-$0.13 (-0.11%)
Updated
Jun 22 closing price
Net Assets
42.73B
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FDEGX vs FSMAX

FDEGX vs FSMAX Comparison Chart in %
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FDEGX vs. FSMAX commentary
Jun 24, 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 FDEGX is a Hold and FSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. FDEGX (4.33B). FSMAX pays higher dividends than FDEGX: FSMAX (0.50) vs FDEGX (0.00). FDEGX was incepted earlier than FSMAX: FDEGX (36 years) vs FSMAX (15 years). FDEGX (0.69) is less costly to investors than FSMAX (0.04). FDEGX is a more actively managed with annual turnover of: 58.00 vs. FSMAX (23.00). FDEGX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 29.23 vs. FDEGX (7.78). FSMAX return over 5 years is better than : 33.65 vs. FDEGX (19.48).
FDEGXFSMAXFDEGX / FSMAX
Total Expense Ratio0.690.041,971%
Annual Report Gross Expense Ratio0.690.041,971%
Fund Existence36 years15 years-
Gain YTD13.88415.42790%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.33B42.7B10%
Annual Yield % from dividends0.000.50-
Returns for 1 year7.7829.2327%
Returns for 3 years51.5473.8370%
Returns for 5 years19.4833.6558%
Returns for 10 years139.91153.4791%
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