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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
Jul 14, 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 StrongBuy and PEGEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. PEGEX (1.79B). FSMAX pays higher dividends than PEGEX: FSMAX (0.48) vs PEGEX (0.00). FSMAX was incepted earlier than PEGEX: FSMAX (15 years) vs PEGEX (9 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 : 24.38 vs. PEGEX (-3.29). FSMAX return over 5 years is better than : 39.12 vs. PEGEX (-29.26).
| 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 | 9 years | - |
| Gain YTD | 15.913 | 5.124 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.79B | 2,426% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 24.38 | -3.29 | -742% |
| Returns for 3 years | 63.28 | 0.05 | 128,450% |
| Returns for 5 years | 39.12 | -29.26 | -134% |
| Returns for 10 years | 139.20 | N/A | - |
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