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FSMAX vs FTZIX
FSMAX vs FTZIX Comparison
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FSMAX vs FTZIX Comparison Chart in %
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FSMAX vs. FTZIX commentary
Aug 23, 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 FTZIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. FTZIX (1.17B). FSMAX pays higher dividends than FTZIX: FSMAX (0.50) vs FTZIX (0.04). FSMAX was incepted earlier than FTZIX: FSMAX (15 years) vs FTZIX (8 years). FTZIX (1.03) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. FTZIX (20.00). FSMAX has a lower initial minimum investment than FTZIX: FSMAX (0) vs FTZIX (100000). FTZIX annual gain was more profitable for investors over the last year : 44.86 vs. FSMAX (23.68). FTZIX return over 5 years is better than : 102.42 vs. FSMAX (40.14).
| FSMAX | FTZIX | FSMAX / FTZIX | |
| Total Expense Ratio | 0.04 | 0.99 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.03 | 3% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 16.937 | 27.242 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.17B | 3,424% |
| Annual Yield % from dividends | 0.50 | 0.04 | 1,254% |
| Returns for 1 year | 23.68 | 44.86 | 53% |
| Returns for 3 years | 72.74 | 116.00 | 63% |
| Returns for 5 years | 40.14 | 102.42 | 39% |
| Returns for 10 years | 134.49 | N/A | - |
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