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FSMAX vs HFDRX
FSMAX vs HFDRX Comparison
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FSMAX vs HFDRX Comparison Chart in %
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FSMAX vs. HFDRX commentary
Sep 15, 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 HFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFDRX (1.08B). FSMAX pays higher dividends than HFDRX: FSMAX (0.49) vs HFDRX (0.00). FSMAX was incepted earlier than HFDRX: FSMAX (15 years) vs HFDRX (10 years). HFDRX (1.52) is less costly to investors than FSMAX (0.04). HFDRX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). FSMAX (0) and HFDRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 14.97 vs. HFDRX (11.75). FSMAX return over 5 years is better than : 33.60 vs. HFDRX (1.64).
| FSMAX | HFDRX | FSMAX / HFDRX | |
| Total Expense Ratio | 0.04 | 1.52 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.52 | 2% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 14.205 | 15.536 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.08B | 3,723% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 14.97 | 11.75 | 127% |
| Returns for 3 years | 66.32 | 25.56 | 259% |
| Returns for 5 years | 33.60 | 1.64 | 2,053% |
| Returns for 10 years | 133.38 | N/A | - |
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