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FSMAX vs HFMVX
FSMAX vs HFMVX Comparison
Open Charts FSMAX vs HFMVX
FSMAX vs HFMVX Comparison Chart in %
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FSMAX vs. HFMVX commentary
Jun 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 Buy and HFMVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. HFMVX (3.58B). FSMAX pays higher dividends than HFMVX: FSMAX (0.50) vs HFMVX (0.00). FSMAX was incepted earlier than HFMVX: FSMAX (15 years) vs HFMVX (12 years). HFMVX (0.76) is less costly to investors than FSMAX (0.04). HFMVX is a more actively managed with annual turnover of: 81.00 vs. FSMAX (23.00). FSMAX (0) and HFMVX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 29.23 vs. HFMVX (-7.69). FSMAX return over 5 years is better than : 33.65 vs. HFMVX (-29.72).
| FSMAX | HFMVX | FSMAX / HFMVX | |
| Total Expense Ratio | 0.04 | 0.76 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.76 | 5% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 15.427 | 9.451 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 3.58B | 1,191% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 29.23 | -7.69 | -380% |
| Returns for 3 years | 73.83 | 0.72 | 10,298% |
| Returns for 5 years | 33.65 | -29.72 | -113% |
| Returns for 10 years | 153.47 | 18.46 | 831% |
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