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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
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 HLGEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. HLGEX (12.8B). FSMAX pays higher dividends than HLGEX: FSMAX (0.50) vs HLGEX (0.00). FSMAX was incepted earlier than HLGEX: FSMAX (15 years) vs HLGEX (37 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 : 29.23 vs. HLGEX (2.97). FSMAX return over 5 years is better than : 33.65 vs. HLGEX (-3.85).
| 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 | 37 years | - |
| Gain YTD | 15.427 | 6.875 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 12.8B | 334% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 29.23 | 2.97 | 983% |
| Returns for 3 years | 73.83 | 25.59 | 289% |
| Returns for 5 years | 33.65 | -3.85 | -875% |
| Returns for 10 years | 153.47 | 103.39 | 148% |
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