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FSMAX vs PEGEX
FSMAX vs PEGEX Comparison
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FSMAX vs PEGEX Comparison Chart in %
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FSMAX vs. PEGEX commentary
Jun 21, 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 PEGEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. PEGEX (1.79B). FSMAX pays higher dividends than PEGEX: FSMAX (0.50) vs PEGEX (0.00). FSMAX was incepted earlier than PEGEX: FSMAX (15 years) vs PEGEX (8 years). PEGEX (1.28) is less costly to investors than FSMAX (0.04). PEGEX is a more actively managed with annual turnover of: 65.00 vs. FSMAX (23.00). FSMAX (0) and PEGEX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 30.22 vs. PEGEX (-1.81). FSMAX return over 5 years is better than : 38.58 vs. PEGEX (-28.60).
| FSMAX | PEGEX | FSMAX / PEGEX | |
| Total Expense Ratio | 0.04 | 1.08 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.28 | 3% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 15.556 | 4.037 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.79B | 2,380% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 30.22 | -1.81 | -1,672% |
| Returns for 3 years | 67.14 | 6.76 | 993% |
| Returns for 5 years | 38.58 | -28.60 | -135% |
| Returns for 10 years | 146.90 | N/A | - |
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