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FSMAX vs HLGEX
FSMAX vs HLGEX Comparison
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FSMAX vs HLGEX Comparison Chart in %
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FSMAX vs. HLGEX commentary
Aug 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 Hold and HLGEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HLGEX (12.5B). FSMAX pays higher dividends than HLGEX: FSMAX (0.50) vs HLGEX (0.00). FSMAX was incepted earlier than HLGEX: FSMAX (15 years) vs HLGEX (38 years). HLGEX (0.96) is less costly to investors than FSMAX (0.04). HLGEX is a more actively managed with annual turnover of: 67.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than HLGEX: FSMAX (0) vs HLGEX (1000000). FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. HLGEX (-1.77). FSMAX return over 5 years is better than : 40.14 vs. HLGEX (-5.73).
| FSMAX | HLGEX | FSMAX / HLGEX | |
| Total Expense Ratio | 0.04 | 0.84 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.96 | 4% |
| Fund Existence | 15 years | 38 years | - |
| Gain YTD | 16.937 | 5.464 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 12.5B | 321% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | -1.77 | -1,342% |
| Returns for 3 years | 72.74 | 23.69 | 307% |
| Returns for 5 years | 40.14 | -5.73 | -700% |
| Returns for 10 years | 134.49 | 85.74 | 157% |
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