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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
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 MXXIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. MXXIX (941M). FSMAX pays higher dividends than MXXIX: FSMAX (0.50) 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 : 23.68 vs. MXXIX (9.91). FSMAX return over 5 years is better than : 40.14 vs. MXXIX (24.11).
| 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 | 16.937 | 17.508 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 941M | 4,261% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | 9.91 | 239% |
| Returns for 3 years | 72.74 | 89.49 | 81% |
| Returns for 5 years | 40.14 | 24.11 | 167% |
| Returns for 10 years | 134.49 | 198.09 | 68% |
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