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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
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFMIX (3.06B). FSMAX pays higher dividends than HFMIX: FSMAX (0.49) 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 : 14.25 vs. HFMIX (-24.20). FSMAX return over 5 years is better than : 32.77 vs. HFMIX (-42.82).
| 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 | 13.758 | 0.510 | 2,697% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 3.06B | 1,310% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 14.25 | -24.20 | -59% |
| Returns for 3 years | 65.66 | -14.21 | -462% |
| Returns for 5 years | 32.77 | -42.82 | -77% |
| Returns for 10 years | 132.46 | -12.88 | -1,028% |
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