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FSMAX vs MGRFX
FSMAX vs MGRFX Comparison
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FSMAX vs MGRFX Comparison Chart in %
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FSMAX vs. MGRFX commentary
Aug 23, 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 MGRFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. MGRFX (1.96B). FSMAX pays higher dividends than MGRFX: FSMAX (0.50) vs MGRFX (0.00). FSMAX was incepted earlier than MGRFX: FSMAX (15 years) vs MGRFX (26 years). MGRFX (0.78) is less costly to investors than FSMAX (0.04). MGRFX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (23.00). FSMAX (0) and MGRFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. MGRFX (-8.90). FSMAX return over 5 years is better than : 40.14 vs. MGRFX (-43.78).
| FSMAX | MGRFX | FSMAX / MGRFX | |
| Total Expense Ratio | 0.04 | 0.76 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.78 | 4% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 16.937 | 7.807 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.96B | 2,044% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | -8.90 | -266% |
| Returns for 3 years | 72.74 | -7.38 | -985% |
| Returns for 5 years | 40.14 | -43.78 | -92% |
| Returns for 10 years | 134.49 | -8.82 | -1,525% |
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