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FSMAX vs HDPMX
FSMAX vs HDPMX Comparison
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FSMAX vs HDPMX Comparison Chart in %
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FSMAX vs. HDPMX 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 HDPMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HDPMX (278M). FSMAX pays higher dividends than HDPMX: FSMAX (0.50) vs HDPMX (0.00). FSMAX was incepted earlier than HDPMX: FSMAX (15 years) vs HDPMX (34 years). HDPMX (1.23) is less costly to investors than FSMAX (0.04). HDPMX is a more actively managed with annual turnover of: 89.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than HDPMX: FSMAX (0) vs HDPMX (1000). HDPMX annual gain was more profitable for investors over the last year : 23.38 vs. FSMAX (20.57). HDPMX return over 5 years is better than : 55.81 vs. FSMAX (33.18).
| FSMAX | HDPMX | FSMAX / HDPMX | |
| Total Expense Ratio | 0.04 | 1.18 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.23 | 3% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 13.370 | 21.873 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 278M | 14,424% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 20.57 | 23.38 | 88% |
| Returns for 3 years | 55.83 | 62.23 | 90% |
| Returns for 5 years | 33.18 | 55.81 | 59% |
| Returns for 10 years | 133.82 | 144.69 | 92% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| PGP | 8.47 | 0.08 | +0.95% |
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| LCAP | 33.10 | 0.18 | +0.55% |
| Principal Capital Appreciation Sel ETF | |||
| FLUD | 25.05 | 0.03 | +0.12% |
| Franklin Ultra Short Bond ETF | |||
| JBND | 52.68 | -0.11 | -0.21% |
| JPMorgan Active Bond ETF | |||
| OZEM | 31.75 | -0.76 | -2.34% |
| Roundhill GLP-1 & Weight Loss ETF | |||