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FSMAX vs SBMAX
FSMAX vs SBMAX Comparison
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FSMAX vs SBMAX Comparison Chart in %
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FSMAX vs. SBMAX commentary
Jun 30, 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 SBMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. SBMAX (1.56B). FSMAX pays higher dividends than SBMAX: FSMAX (0.50) vs SBMAX (0.00). FSMAX was incepted earlier than SBMAX: FSMAX (15 years) vs SBMAX (28 years). SBMAX (1.15) is less costly to investors than FSMAX (0.04). SBMAX is a more actively managed with annual turnover of: 29.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than SBMAX: FSMAX (0) vs SBMAX (1000). FSMAX annual gain was more profitable for investors over the last year : 27.36 vs. SBMAX (-1.15). FSMAX return over 5 years is better than : 34.79 vs. SBMAX (-20.34).
| FSMAX | SBMAX | FSMAX / SBMAX | |
| Total Expense Ratio | 0.04 | 1.15 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.15 | 3% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 16.172 | 5.516 | 293% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.56B | 2,737% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 27.36 | -1.15 | -2,369% |
| Returns for 3 years | 68.44 | 6.28 | 1,090% |
| Returns for 5 years | 34.79 | -20.34 | -171% |
| Returns for 10 years | 147.88 | 20.63 | 717% |
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