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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
Jun 24, 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 PEGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. PEGZX (1.79B). FSMAX pays higher dividends than PEGZX: FSMAX (0.50) vs PEGZX (0.00). FSMAX was incepted earlier than PEGZX: FSMAX (15 years) vs PEGZX (29 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 : 29.23 vs. PEGZX (-1.22). FSMAX return over 5 years is better than : 33.65 vs. PEGZX (-28.73).
| 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 | 29 years | - |
| Gain YTD | 15.427 | 4.222 | 365% |
| 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 | 29.23 | -1.22 | -2,396% |
| Returns for 3 years | 73.83 | 6.25 | 1,182% |
| Returns for 5 years | 33.65 | -28.73 | -117% |
| Returns for 10 years | 153.47 | -42.74 | -359% |
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