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FSMAX vs MEFZX
FSMAX vs MEFZX Comparison
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FSMAX vs MEFZX Comparison Chart in %
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FSMAX vs. MEFZX commentary
Jul 28, 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 MEFZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. MEFZX (2.12B). FSMAX pays higher dividends than MEFZX: FSMAX (0.48) 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 : 18.94 vs. MEFZX (-13.99). FSMAX return over 5 years is better than : 32.87 vs. MEFZX (-44.95).
| FSMAX | MEFZX | FSMAX / MEFZX | |
| Total Expense Ratio | 0.04 | 0.66 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.68 | 5% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 13.380 | 3.176 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 2.12B | 2,048% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 18.94 | -13.99 | -135% |
| Returns for 3 years | 56.75 | -15.02 | -378% |
| Returns for 5 years | 32.87 | -44.95 | -73% |
| Returns for 10 years | 130.49 | -9.89 | -1,319% |
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