Interact to see
Advertisement
Advertisement
FSMAX vs HFDRX
FSMAX vs HFDRX Comparison
Open Charts FSMAX vs HFDRX
FSMAX vs HFDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALVCX | 23.84 | 0.10 | +0.42% |
| American Beacon Large Cap Value C | |||
| PWDIX | 12.14 | 0.05 | +0.41% |
| DF Tactical Dividend Fund I | |||
| PJIAX | 25.55 | 0.06 | +0.24% |
| PGIM Jennison Focused Value A | |||
| HDGFX | 37.63 | -0.03 | -0.08% |
| Hartford Dividend and Growth F | |||
| GSCYX | 20.13 | -0.10 | -0.49% |
| GuideStone Funds Small Cap Equity Instl | |||