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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
Jul 01, 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: 7.77B vs. SHMMX (2.38B). FKTIX pays higher dividends than SHMMX: FKTIX (3.80) vs SHMMX (3.46). FKTIX was incepted earlier than SHMMX: FKTIX (43 years) vs SHMMX (45 years). SHMMX (0.74) is less costly to investors than FKTIX (0.62). FKTIX is a more actively managed with annual turnover of: 9.61 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 : 7.67 vs. SHMMX (7.27). SHMMX return over 5 years is better than : 4.04 vs. FKTIX (0.88).
| FKTIX | SHMMX | FKTIX / SHMMX | |
| Total Expense Ratio | 0.62 | 0.74 | 84% |
| Annual Report Gross Expense Ratio | 0.62 | 0.74 | 84% |
| Fund Existence | 43 years | 45 years | - |
| Gain YTD | 2.572 | 2.423 | 106% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 2.38B | 327% |
| Annual Yield % from dividends | 3.80 | 3.46 | 110% |
| Returns for 1 year | 7.67 | 7.27 | 106% |
| Returns for 3 years | 13.43 | 11.89 | 113% |
| Returns for 5 years | 0.88 | 4.04 | 22% |
| Returns for 10 years | 3.86 | 19.18 | 20% |
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