Interact to see
Advertisement
Advertisement
FSMAX vs HLGEX
FSMAX vs HLGEX Comparison
Open Charts FSMAX vs HLGEX
FSMAX vs HLGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HLGEX commentary
Sep 15, 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 HLGEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HLGEX (11.8B). FSMAX pays higher dividends than HLGEX: FSMAX (0.49) 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 : 13.88 vs. HLGEX (-11.23). FSMAX return over 5 years is better than : 33.75 vs. HLGEX (-12.97).
| 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 | 14.205 | 0.766 | 1,854% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 11.8B | 340% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 13.88 | -11.23 | -124% |
| Returns for 3 years | 65.12 | 16.34 | 399% |
| Returns for 5 years | 33.75 | -12.97 | -260% |
| Returns for 10 years | 135.14 | 84.82 | 159% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CGJAX | 81.79 | 0.83 | +1.03% |
| Calvert US Large Cap Growth Rspnb Idx A | |||
| HIAGX | 22.43 | 0.18 | +0.81% |
| Hartford Disciplined Equity HLS IA | |||
| GQGIX | 19.52 | 0.13 | +0.67% |
| GQG Partners Emerging Markets EquityInst | |||
| PWDCX | 12.50 | 0.08 | +0.64% |
| DF Tactical Dividend Fund C | |||
| IGHAX | 13.07 | N/A | N/A |
| Voya Global High Dividend Low Vol Port A | |||