FSMAX
Price
$117.72
Change
-$1.39 (-1.17%)
Updated
Aug 20 closing price
Net Assets
40.08B
OTCKX
Price
$30.09
Change
+$0.35 (+1.18%)
Updated
Aug 21 closing price
Net Assets
13.32B
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FSMAX vs OTCKX

FSMAX vs OTCKX Comparison Chart in %
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FSMAX vs. OTCKX 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 OTCKX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. OTCKX (13.3B). FSMAX pays higher dividends than OTCKX: FSMAX (0.50) vs OTCKX (0.00). FSMAX was incepted earlier than OTCKX: FSMAX (15 years) vs OTCKX (14 years). OTCKX (0.66) is less costly to investors than FSMAX (0.04). OTCKX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (23.00). FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. OTCKX (-10.77). FSMAX return over 5 years is better than : 40.14 vs. OTCKX (-10.04).
FSMAXOTCKXFSMAX / OTCKX
Total Expense Ratio0.040.655%
Annual Report Gross Expense Ratio0.040.665%
Fund Existence15 years14 years-
Gain YTD16.9375.802292%
Front LoadN/AN/A-
Min. Initial Investment0N/A-
Min. Initial Investment IRAN/AN/A-
Net Assets40.1B13.3B302%
Annual Yield % from dividends0.500.00-
Returns for 1 year23.68-10.77-220%
Returns for 3 years72.7413.63534%
Returns for 5 years40.14-10.04-400%
Returns for 10 years134.4991.53147%
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