Interact to see
Advertisement
Advertisement
FSMAX vs HFMRX
FSMAX vs HFMRX Comparison
Open Charts FSMAX vs HFMRX
FSMAX vs HFMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HFMRX 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 HFMRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFMRX (3.21B). FSMAX pays higher dividends than HFMRX: FSMAX (0.50) vs HFMRX (0.00). FSMAX was incepted earlier than HFMRX: FSMAX (15 years) vs HFMRX (17 years). HFMRX (1.48) is less costly to investors than FSMAX (0.04). HFMRX is a more actively managed with annual turnover of: 81.00 vs. FSMAX (23.00). FSMAX (0) and HFMRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. HFMRX (-20.48). FSMAX return over 5 years is better than : 33.18 vs. HFMRX (-41.77).
| FSMAX | HFMRX | FSMAX / HFMRX | |
| Total Expense Ratio | 0.04 | 1.48 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.48 | 2% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 13.370 | 1.843 | 725% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| 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 | -20.48 | -100% |
| Returns for 3 years | 55.83 | -17.59 | -317% |
| Returns for 5 years | 33.18 | -41.77 | -79% |
| Returns for 10 years | 133.82 | -10.53 | -1,271% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers