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FSMAX vs HEQFX
FSMAX vs HEQFX Comparison
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FSMAX vs HEQFX Comparison Chart in %
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FSMAX vs. HEQFX commentary
Sep 19, 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 HEQFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HEQFX (17.4M). FSMAX pays higher dividends than HEQFX: FSMAX (0.49) vs HEQFX (0.10). FSMAX was incepted earlier than HEQFX: FSMAX (15 years) vs HEQFX (28 years). HEQFX (1.81) is less costly to investors than FSMAX (0.04). HEQFX is a more actively managed with annual turnover of: 69.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than HEQFX: FSMAX (0) vs HEQFX (2000). FSMAX annual gain was more profitable for investors over the last year : 12.03 vs. HEQFX (-1.25). FSMAX return over 5 years is better than : 32.57 vs. HEQFX (-26.77).
| FSMAX | HEQFX | FSMAX / HEQFX | |
| Total Expense Ratio | 0.04 | 1.81 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.81 | 2% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 13.490 | 9.481 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 17.4M | 230,460% |
| Annual Yield % from dividends | 0.49 | 0.10 | 500% |
| Returns for 1 year | 12.03 | -1.25 | -966% |
| Returns for 3 years | 66.71 | -6.02 | -1,109% |
| Returns for 5 years | 32.57 | -26.77 | -122% |
| Returns for 10 years | 131.27 | -11.96 | -1,097% |
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