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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
Jun 21, 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: 42.7B vs. HEQFX (17.5M). FSMAX pays higher dividends than HEQFX: FSMAX (0.50) vs HEQFX (0.22). 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 : 30.22 vs. HEQFX (9.96). FSMAX return over 5 years is better than : 38.58 vs. HEQFX (-25.52).
| 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 | 15.556 | 9.442 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 17.5M | 244,000% |
| Annual Yield % from dividends | 0.50 | 0.22 | 227% |
| Returns for 1 year | 30.22 | 9.96 | 303% |
| Returns for 3 years | 67.14 | -6.20 | -1,083% |
| Returns for 5 years | 38.58 | -25.52 | -151% |
| Returns for 10 years | 146.90 | -10.67 | -1,377% |
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