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FSMAX vs FSMRX
FSMAX vs FSMRX Comparison
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FSMAX vs FSMRX Comparison Chart in %
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FSMAX vs. FSMRX commentary
Jun 20, 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 FSMAX is a Hold and FSMRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. FSMRX (3.61B). FSMAX pays higher dividends than FSMRX: FSMAX (0.50) vs FSMRX (0.00). FSMAX was incepted earlier than FSMRX: FSMAX (15 years) vs FSMRX (34 years). FSMRX (1.10) is less costly to investors than FSMAX (0.04). FSMRX is a more actively managed with annual turnover of: 33.86 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than FSMRX: FSMAX (0) vs FSMRX (1000). FSMAX annual gain was more profitable for investors over the last year : 30.22 vs. FSMRX (-1.24). FSMAX return over 5 years is better than : 38.58 vs. FSMRX (-25.39).
| FSMAX | FSMRX | FSMAX / FSMRX | |
| Total Expense Ratio | 0.04 | 1.09 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.10 | 3% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 15.556 | 6.824 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 3.61B | 1,182% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 30.22 | -1.24 | -2,430% |
| Returns for 3 years | 67.14 | 24.04 | 279% |
| Returns for 5 years | 38.58 | -25.39 | -152% |
| Returns for 10 years | 146.90 | 7.42 | 1,979% |
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