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FSMAX vs FTZFX
FSMAX vs FTZFX Comparison
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FSMAX vs FTZFX Comparison Chart in %
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FSMAX vs. FTZFX commentary
Aug 03, 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 FTZFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. FTZFX (1.05B). FSMAX pays higher dividends than FTZFX: FSMAX (0.50) vs FTZFX (0.10). FSMAX was incepted earlier than FTZFX: FSMAX (15 years) vs FTZFX (8 years). FTZFX (0.92) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. FTZFX (20.00). FSMAX has a lower initial minimum investment than FTZFX: FSMAX (0) vs FTZFX (1000000). FTZFX annual gain was more profitable for investors over the last year : 42.01 vs. FSMAX (20.57). FTZFX return over 5 years is better than : 96.10 vs. FSMAX (33.18).
| FSMAX | FTZFX | FSMAX / FTZFX | |
| Total Expense Ratio | 0.04 | 0.89 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.92 | 4% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 13.370 | 23.922 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.05B | 3,812% |
| Annual Yield % from dividends | 0.50 | 0.10 | 517% |
| Returns for 1 year | 20.57 | 42.01 | 49% |
| Returns for 3 years | 55.83 | 100.95 | 55% |
| Returns for 5 years | 33.18 | 96.10 | 35% |
| Returns for 10 years | 133.82 | N/A | - |
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