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FSMAX vs MXXIX
FSMAX vs MXXIX Comparison
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FSMAX vs MXXIX Comparison Chart in %
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FSMAX vs. MXXIX commentary
Sep 13, 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 MXXIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. MXXIX (890M). FSMAX pays higher dividends than MXXIX: FSMAX (0.49) vs MXXIX (0.00). FSMAX was incepted earlier than MXXIX: FSMAX (15 years) vs MXXIX (27 years). MXXIX (1.31) is less costly to investors than FSMAX (0.04). MXXIX is a more actively managed with annual turnover of: 106.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than MXXIX: FSMAX (0) vs MXXIX (2500). FSMAX annual gain was more profitable for investors over the last year : 13.05 vs. MXXIX (-1.31). FSMAX return over 5 years is better than : 32.77 vs. MXXIX (13.21).
| FSMAX | MXXIX | FSMAX / MXXIX | |
| Total Expense Ratio | 0.04 | 1.31 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.31 | 3% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 13.370 | 10.168 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 890M | 4,506% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 13.05 | -1.31 | -992% |
| Returns for 3 years | 63.92 | 75.38 | 85% |
| Returns for 5 years | 32.77 | 13.21 | 248% |
| Returns for 10 years | 133.42 | 186.23 | 72% |
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