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FSMAX vs PEGZX
FSMAX vs PEGZX Comparison
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FSMAX vs PEGZX Comparison Chart in %
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FSMAX vs. PEGZX 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 PEGZX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. PEGZX (1.79B). FSMAX pays higher dividends than PEGZX: FSMAX (0.48) vs PEGZX (0.00). FSMAX was incepted earlier than PEGZX: FSMAX (15 years) vs PEGZX (30 years). PEGZX (0.72) is less costly to investors than FSMAX (0.04). PEGZX is a more actively managed with annual turnover of: 65.00 vs. FSMAX (23.00). FSMAX (0) and PEGZX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 24.38 vs. PEGZX (-2.94). FSMAX return over 5 years is better than : 39.12 vs. PEGZX (-28.14).
| FSMAX | PEGZX | FSMAX / PEGZX | |
| Total Expense Ratio | 0.04 | 0.72 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.72 | 5% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | 15.913 | 5.304 | 300% |
| 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 | -2.94 | -829% |
| Returns for 3 years | 63.28 | 1.14 | 5,563% |
| Returns for 5 years | 39.12 | -28.14 | -139% |
| Returns for 10 years | 139.20 | -45.17 | -308% |
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