FSMAX
Price
$115.37
Change
-$1.28 (-1.10%)
Updated
Sep 9 closing price
Net Assets
40.07B
MEFZX
Price
$17.23
Change
-$0.16 (-0.92%)
Updated
Sep 9 closing price
Net Assets
1.79B
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FSMAX vs MEFZX

FSMAX vs MEFZX Comparison Chart in %
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FSMAX vs. MEFZX commentary
Sep 11, 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 MEFZX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. MEFZX (1.79B). FSMAX pays higher dividends than MEFZX: FSMAX (0.49) vs MEFZX (0.00). FSMAX was incepted earlier than MEFZX: FSMAX (15 years) vs MEFZX (16 years). MEFZX (0.68) is less costly to investors than FSMAX (0.04). MEFZX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (23.00). FSMAX (0) and MEFZX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.06 vs. MEFZX (-13.31). FSMAX return over 5 years is better than : 34.21 vs. MEFZX (-45.94).
FSMAXMEFZXFSMAX / MEFZX
Total Expense Ratio0.040.665%
Annual Report Gross Expense Ratio0.040.685%
Fund Existence15 years16 years-
Gain YTD14.6024.194348%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets40.1B1.79B2,243%
Annual Yield % from dividends0.490.00-
Returns for 1 year16.06-13.31-121%
Returns for 3 years65.40-10.12-646%
Returns for 5 years34.21-45.94-74%
Returns for 10 years131.72-6.38-2,064%
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