FSMAX
Price
$114.13
Change
-$0.47 (-0.41%)
Updated
Jul 31 closing price
Net Assets
40.08B
SFDYX
Price
$30.71
Change
+$0.01 (+0.03%)
Updated
Jul 31 closing price
Net Assets
58.03M
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FSMAX vs SFDYX

FSMAX vs SFDYX Comparison Chart in %
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FSMAX vs. SFDYX commentary
Aug 03, 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 SFDYX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SFDYX (58M). SFDYX pays higher dividends than FSMAX: SFDYX (0.68) vs FSMAX (0.50). FSMAX was incepted earlier than SFDYX: FSMAX (15 years) vs SFDYX (11 years). SFDYX (0.74) is less costly to investors than FSMAX (0.04). SFDYX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than SFDYX: FSMAX (0) vs SFDYX (100000). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. SFDYX (-0.60). FSMAX return over 5 years is better than : 33.18 vs. SFDYX (-2.93).
FSMAXSFDYXFSMAX / SFDYX
Total Expense Ratio0.040.645%
Annual Report Gross Expense Ratio0.040.745%
Fund Existence15 years11 years-
Gain YTD13.37014.49292%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.1B58M69,138%
Annual Yield % from dividends0.500.6874%
Returns for 1 year20.57-0.60-3,440%
Returns for 3 years55.8315.51360%
Returns for 5 years33.18-2.93-1,133%
Returns for 10 years133.8242.45315%
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