Interact to see
Advertisement
Advertisement
FSMAX vs HFMIX
FSMAX vs HFMIX Comparison
Open Charts FSMAX vs HFMIX
FSMAX vs HFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HFMIX 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 HFMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFMIX (3.21B). FSMAX pays higher dividends than HFMIX: FSMAX (0.50) 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 : 20.57 vs. HFMIX (-21.52). FSMAX return over 5 years is better than : 33.18 vs. HFMIX (-42.47).
| 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 | 13.370 | 2.180 | 613% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 3.21B | 1,251% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 20.57 | -21.52 | -96% |
| Returns for 3 years | 55.83 | -18.20 | -307% |
| Returns for 5 years | 33.18 | -42.47 | -78% |
| Returns for 10 years | 133.82 | -11.40 | -1,174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement