FSMAX
Price
$114.13
Change
-$0.47 (-0.41%)
Updated
Jul 31 closing price
Net Assets
40.08B
OTCAX
Price
$25.78
Change
-$0.03 (-0.12%)
Updated
Jul 31 closing price
Net Assets
13B
Interact to see
Advertisement

FSMAX vs OTCAX

FSMAX vs OTCAX Comparison Chart in %
View a ticker or compare two or three
VS
FSMAX vs. OTCAX commentary
Aug 03, 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 OTCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. OTCAX (13B). FSMAX pays higher dividends than OTCAX: FSMAX (0.50) vs OTCAX (0.00). FSMAX was incepted earlier than OTCAX: FSMAX (15 years) vs OTCAX (33 years). OTCAX (1.03) is less costly to investors than FSMAX (0.04). OTCAX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than OTCAX: FSMAX (0) vs OTCAX (1000). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. OTCAX (-16.22). FSMAX return over 5 years is better than : 33.18 vs. OTCAX (-16.41).
FSMAXOTCAXFSMAX / OTCAX
Total Expense Ratio0.041.023%
Annual Report Gross Expense Ratio0.041.033%
Fund Existence15 years33 years-
Gain YTD13.3702.059649%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.1B13B308%
Annual Yield % from dividends0.500.00-
Returns for 1 year20.57-16.22-127%
Returns for 3 years55.831.942,882%
Returns for 5 years33.18-16.41-202%
Returns for 10 years133.8275.85176%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ECIFX12.890.08
+0.62%
Eaton Vance Balanced C
AAGPX25.080.06
+0.24%
American Beacon Large Cap Value Inv
HGXSX19.190.04
+0.21%
Hartford Global Impact R4
FSGGX21.220.01
+0.05%
Fidelity Global ex US Index
STRBX24.12-0.07
-0.29%
Sterling Capital Behav Sm Cp Val Eq R6