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FSMAX vs HFMRX
FSMAX vs HFMRX Comparison
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FSMAX vs HFMRX Comparison Chart in %
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FSMAX vs. HFMRX commentary
Aug 23, 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 HFMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFMRX (3.26B). 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 : 23.68 vs. HFMRX (-17.02). FSMAX return over 5 years is better than : 40.14 vs. HFMRX (-38.44).
| 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 | 16.937 | 4.985 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| 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 | -17.02 | -139% |
| Returns for 3 years | 72.74 | -8.91 | -817% |
| Returns for 5 years | 40.14 | -38.44 | -104% |
| Returns for 10 years | 134.49 | -9.73 | -1,383% |
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