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FSMAX vs MCPRX
FSMAX vs MCPRX Comparison
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FSMAX vs MCPRX Comparison Chart in %
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FSMAX vs. MCPRX commentary
Jul 06, 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 MCPRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. MCPRX (13.7B). FSMAX pays higher dividends than MCPRX: FSMAX (0.48) vs MCPRX (0.00). FSMAX was incepted earlier than MCPRX: FSMAX (15 years) vs MCPRX (23 years). MCPRX (1.28) is less costly to investors than FSMAX (0.04). MCPRX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (23.00). FSMAX (0) and MCPRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 25.67 vs. MCPRX (-14.08). FSMAX return over 5 years is better than : 35.59 vs. MCPRX (-13.86).
| FSMAX | MCPRX | FSMAX / MCPRX | |
| Total Expense Ratio | 0.04 | 1.27 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.28 | 3% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 16.937 | 5.497 | 308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 13.7B | 318% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 25.67 | -14.08 | -182% |
| Returns for 3 years | 68.76 | 4.44 | 1,549% |
| Returns for 5 years | 35.59 | -13.86 | -257% |
| Returns for 10 years | 149.51 | 76.79 | 195% |
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