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FSAVX vs FSHOX
FSAVX vs FSHOX Comparison
Open Charts FSAVX vs FSHOX
FSAVX vs FSHOX Comparison Chart in %
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FSAVX vs. FSHOX 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 FSAVX is a Hold and FSHOX is a Hold.
FUNDAMENTALS
Fundamentals
FSHOX has more cash in the bank: 662M vs. FSAVX (60.9M). FSHOX pays higher dividends than FSAVX: FSHOX (0.92) vs FSAVX (0.61). FSAVX was incepted earlier than FSHOX: FSAVX (40 years) vs FSHOX (40 years). FSAVX (0.78) is less costly to investors than FSHOX (0.68). FSAVX is a more actively managed with annual turnover of: 112.00 vs. FSHOX (16.00). FSAVX (0) and FSHOX (0) have matching initial minimum investment requirements. FSHOX annual gain was more profitable for investors over the last year : 12.93 vs. FSAVX (-3.30). FSHOX return over 5 years is better than : 49.37 vs. FSAVX (-7.47).
| FSAVX | FSHOX | FSAVX / FSHOX | |
| Total Expense Ratio | 0.78 | 0.68 | 115% |
| Annual Report Gross Expense Ratio | 0.78 | 0.68 | 115% |
| Fund Existence | 40 years | 40 years | - |
| Gain YTD | -9.931 | 6.175 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 662M | 9% |
| Annual Yield % from dividends | 0.61 | 0.92 | 66% |
| Returns for 1 year | -3.30 | 12.93 | -26% |
| Returns for 3 years | 10.73 | 39.33 | 27% |
| Returns for 5 years | -7.47 | 49.37 | -15% |
| Returns for 10 years | 67.86 | 129.85 | 52% |
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