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FSMAX vs OTCIX
FSMAX vs OTCIX Comparison
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FSMAX vs OTCIX Comparison Chart in %
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FSMAX vs. OTCIX commentary
Sep 11, 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 OTCIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. OTCIX (12.6B). FSMAX pays higher dividends than OTCIX: FSMAX (0.49) vs OTCIX (0.00). FSMAX was incepted earlier than OTCIX: FSMAX (15 years) vs OTCIX (30 years). OTCIX (0.78) is less costly to investors than FSMAX (0.04). OTCIX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (23.00). FSMAX (0) and OTCIX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.06 vs. OTCIX (-17.50). FSMAX return over 5 years is better than : 34.21 vs. OTCIX (-16.82).
| FSMAX | OTCIX | FSMAX / OTCIX | |
| Total Expense Ratio | 0.04 | 0.77 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.78 | 4% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | 14.602 | 1.074 | 1,359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 12.6B | 318% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 16.06 | -17.50 | -92% |
| Returns for 3 years | 65.40 | 5.89 | 1,110% |
| Returns for 5 years | 34.21 | -16.82 | -203% |
| Returns for 10 years | 131.72 | 84.27 | 156% |
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