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
Aug 03, 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 (0.50) 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 : 20.57 vs. HFDRX (13.62). FSMAX return over 5 years is better than : 33.18 vs. HFDRX (4.15).
| 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 | 13.370 | 16.794 | 80% |
| 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 | 3,710% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 20.57 | 13.62 | 151% |
| Returns for 3 years | 55.83 | 23.05 | 242% |
| Returns for 5 years | 33.18 | 4.15 | 800% |
| Returns for 10 years | 133.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers