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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
Sep 13, 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 Buy and FSMRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. FSMRX (3.36B). FSMAX pays higher dividends than FSMRX: FSMAX (0.49) vs FSMRX (0.00). FSMAX was incepted earlier than FSMRX: FSMAX (15 years) vs FSMRX (35 years). FSMRX (1.10) is less costly to investors than FSMAX (0.04). FSMRX is a more actively managed with annual turnover of: 32.96 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 : 13.88 vs. FSMRX (-9.99). FSMAX return over 5 years is better than : 33.75 vs. FSMRX (-32.99).
| FSMAX | FSMRX | FSMAX / FSMRX | |
| Total Expense Ratio | 0.04 | 1.10 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.10 | 3% |
| Fund Existence | 15 years | 35 years | - |
| Gain YTD | 14.205 | 3.412 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 3.36B | 1,194% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 13.88 | -9.99 | -139% |
| Returns for 3 years | 65.12 | 19.21 | 339% |
| Returns for 5 years | 33.75 | -32.99 | -102% |
| Returns for 10 years | 135.14 | 0.86 | 15,641% |
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