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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
Jul 14, 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 StrongBuy and MGRFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. MGRFX (2.43B). FSMAX pays higher dividends than MGRFX: FSMAX (0.48) 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 : 24.38 vs. MGRFX (-10.17). FSMAX return over 5 years is better than : 39.12 vs. MGRFX (-43.35).
| 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 | 15.913 | 6.196 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 2.43B | 1,789% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 24.38 | -10.17 | -240% |
| Returns for 3 years | 63.28 | -12.43 | -509% |
| Returns for 5 years | 39.12 | -43.35 | -90% |
| Returns for 10 years | 139.20 | -8.37 | -1,663% |
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