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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
Jun 08, 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: 7.76B vs. SHMMX (2.39B). 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 (7.92) and SHMMX (7.60) have marching annual gain over last year. SHMMX return over 5 years is better than : 3.89 vs. FKTIX (0.64).
| 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 | 2.006 | 1.946 | 103% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 2.39B | 325% |
| Annual Yield % from dividends | 3.80 | 3.46 | 110% |
| Returns for 1 year | 7.92 | 7.60 | 104% |
| Returns for 3 years | 13.36 | 11.61 | 115% |
| Returns for 5 years | 0.64 | 3.89 | 16% |
| Returns for 10 years | 4.37 | 19.95 | 22% |
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