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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
Aug 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFMIX (3.26B). FSMAX pays higher dividends than HFMIX: FSMAX (0.50) vs HFMIX (0.00). FSMAX was incepted earlier than HFMIX: FSMAX (15 years) vs HFMIX (18 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 : 23.68 vs. HFMIX (-18.10). FSMAX return over 5 years is better than : 40.14 vs. HFMIX (-39.17).
| 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 | 18 years | - |
| Gain YTD | 16.937 | 5.380 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 3.26B | 1,232% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | -18.10 | -131% |
| Returns for 3 years | 72.74 | -9.55 | -761% |
| Returns for 5 years | 40.14 | -39.17 | -102% |
| Returns for 10 years | 134.49 | -10.59 | -1,270% |
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