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FSMAX vs HFMIX
FSMAX vs HFMIX Comparison
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FSMAX vs HFMIX Comparison Chart in %
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FSMAX vs. HFMIX commentary
Jul 06, 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 HFMIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. HFMIX (3.52B). FSMAX pays higher dividends than HFMIX: FSMAX (0.48) vs HFMIX (0.00). FSMAX was incepted earlier than HFMIX: FSMAX (15 years) vs HFMIX (17 years). HFMIX (0.86) is less costly to investors than FSMAX (0.04). HFMIX is a more actively managed with annual turnover of: 81.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than HFMIX: FSMAX (0) vs HFMIX (2000). FSMAX annual gain was more profitable for investors over the last year : 25.67 vs. HFMIX (-15.56). FSMAX return over 5 years is better than : 35.59 vs. HFMIX (-39.41).
| FSMAX | HFMIX | FSMAX / HFMIX | |
| Total Expense Ratio | 0.04 | 0.86 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.86 | 4% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 16.937 | 8.488 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 3.52B | 1,234% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 25.67 | -15.56 | -165% |
| Returns for 3 years | 68.76 | -10.14 | -678% |
| Returns for 5 years | 35.59 | -39.41 | -90% |
| Returns for 10 years | 149.51 | -4.86 | -3,074% |
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