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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. FTZFX (991M). FSMAX pays higher dividends than FTZFX: FSMAX (0.48) 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 : 39.57 vs. FSMAX (24.38). FTZFX return over 5 years is better than : 95.09 vs. FSMAX (39.12).
| 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 | 15.913 | 22.261 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 991M | 4,390% |
| Annual Yield % from dividends | 0.48 | 0.10 | 504% |
| Returns for 1 year | 24.38 | 39.57 | 62% |
| Returns for 3 years | 63.28 | 100.21 | 63% |
| Returns for 5 years | 39.12 | 95.09 | 41% |
| Returns for 10 years | 139.20 | N/A | - |
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