FSMAX
Price
$114.13
Change
-$0.47 (-0.41%)
Updated
Jul 31 closing price
Net Assets
40.08B
OTCIX
Price
$28.55
Change
-$0.02 (-0.07%)
Updated
Jul 31 closing price
Net Assets
13B
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FSMAX vs OTCIX

FSMAX vs OTCIX Comparison Chart in %
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FSMAX vs. OTCIX commentary
Aug 02, 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 OTCIX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. OTCIX (13B). FSMAX pays higher dividends than OTCIX: FSMAX (0.50) 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 : 20.57 vs. OTCIX (-14.83). FSMAX return over 5 years is better than : 33.18 vs. OTCIX (-13.48).
FSMAXOTCIXFSMAX / OTCIX
Total Expense Ratio0.040.775%
Annual Report Gross Expense Ratio0.040.784%
Fund Existence15 years30 years-
Gain YTD13.3702.220602%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets40.1B13B308%
Annual Yield % from dividends0.500.00-
Returns for 1 year20.57-14.83-139%
Returns for 3 years55.834.731,180%
Returns for 5 years33.18-13.48-246%
Returns for 10 years133.8286.24155%
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