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FKTIX vs SHMMX
FKTIX vs SHMMX Comparison
Open Charts FKTIX vs SHMMX
FKTIX vs SHMMX Comparison Chart in %
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FKTIX vs. SHMMX commentary
Sep 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 FKTIX is a Hold and SHMMX is a Hold.
FUNDAMENTALS
Fundamentals
FKTIX has more cash in the bank: 7.37B vs. SHMMX (2.23B). FKTIX pays higher dividends than SHMMX: FKTIX (3.93) vs SHMMX (3.56). FKTIX was incepted earlier than SHMMX: FKTIX (43 years) vs SHMMX (46 years). SHMMX (0.73) is less costly to investors than FKTIX (0.63). FKTIX is a more actively managed with annual turnover of: 9.99 vs. SHMMX (6.00). FKTIX (4%) and SHMMX (4%) have equivalent initial investment costs. FKTIX (1000) and SHMMX (1000) have matching initial minimum investment requirements. FKTIX annual gain was more profitable for investors over the last year : 0.64 vs. SHMMX (0.49). SHMMX return over 5 years is better than : 0.13 vs. FKTIX (-3.35).
| FKTIX | SHMMX | FKTIX / SHMMX | |
| Total Expense Ratio | 0.63 | 0.73 | 86% |
| Annual Report Gross Expense Ratio | 0.63 | 0.73 | 86% |
| Fund Existence | 43 years | 46 years | - |
| Gain YTD | -1.452 | -1.264 | 115% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37B | 2.23B | 331% |
| Annual Yield % from dividends | 3.93 | 3.56 | 110% |
| Returns for 1 year | 0.64 | 0.49 | 130% |
| Returns for 3 years | 11.06 | 9.32 | 119% |
| Returns for 5 years | -3.35 | 0.13 | -2,529% |
| Returns for 10 years | 0.75 | 16.18 | 5% |
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