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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
Jul 12, 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 StrongBuy and HFDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. HFDRX (1.09B). FSMAX pays higher dividends than HFDRX: FSMAX (0.48) 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 : 23.05 vs. HFDRX (14.52). FSMAX return over 5 years is better than : 34.97 vs. HFDRX (5.80).
| 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 | 15.913 | 17.779 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.09B | 3,984% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 23.05 | 14.52 | 159% |
| Returns for 3 years | 64.77 | 24.59 | 263% |
| Returns for 5 years | 34.97 | 5.80 | 603% |
| Returns for 10 years | 139.24 | N/A | - |
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