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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
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 HFDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. HFDRX (1.07B). 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 : 30.22 vs. HFDRX (15.88). FSMAX return over 5 years is better than : 38.58 vs. HFDRX (7.22).
| 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 | 15.556 | 14.551 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.07B | 4,009% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 30.22 | 15.88 | 190% |
| Returns for 3 years | 67.14 | 23.61 | 284% |
| Returns for 5 years | 38.58 | 7.22 | 534% |
| Returns for 10 years | 146.90 | N/A | - |
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