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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
Jun 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 StrongBuy and FTZFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. FTZFX (725M). FSMAX pays higher dividends than FTZFX: FSMAX (0.50) vs FTZFX (0.11). FSMAX was incepted earlier than FTZFX: FSMAX (15 years) vs FTZFX (7 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 : 38.78 vs. FSMAX (30.51). FTZFX return over 5 years is better than : 89.05 vs. FSMAX (37.00).
| 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 | 7 years | - |
| Gain YTD | 13.668 | 13.223 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 725M | 5,890% |
| Annual Yield % from dividends | 0.50 | 0.11 | 475% |
| Returns for 1 year | 30.51 | 38.78 | 79% |
| Returns for 3 years | 71.53 | 99.57 | 72% |
| Returns for 5 years | 37.00 | 89.05 | 42% |
| Returns for 10 years | 141.36 | N/A | - |
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