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FSMAX vs OTCHX
FSMAX vs OTCHX Comparison
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FSMAX vs OTCHX Comparison Chart in %
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FSMAX vs. OTCHX 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 OTCHX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. OTCHX (13.3B). FSMAX pays higher dividends than OTCHX: FSMAX (0.50) vs OTCHX (0.00). FSMAX was incepted earlier than OTCHX: FSMAX (15 years) vs OTCHX (21 years). OTCHX (1.03) is less costly to investors than FSMAX (0.04). OTCHX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (23.00). FSMAX (0) and OTCHX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. OTCHX (-12.60). FSMAX return over 5 years is better than : 40.14 vs. OTCHX (-14.07).
| FSMAX | OTCHX | FSMAX / OTCHX | |
| Total Expense Ratio | 0.04 | 1.02 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.03 | 3% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 16.937 | 5.591 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 13.3B | 302% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | -12.60 | -188% |
| Returns for 3 years | 72.74 | 9.66 | 753% |
| Returns for 5 years | 40.14 | -14.07 | -285% |
| Returns for 10 years | 134.49 | 77.57 | 173% |
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