Interact to see
Advertisement
Advertisement
FSMAX vs SFMIX
FSMAX vs SFMIX Comparison
Open Charts FSMAX vs SFMIX
FSMAX vs SFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SFMIX commentary
Jul 26, 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 SFMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. SFMIX (757M). FSMAX pays higher dividends than SFMIX: FSMAX (0.48) vs SFMIX (0.00). FSMAX was incepted earlier than SFMIX: FSMAX (15 years) vs SFMIX (20 years). SFMIX (0.92) is less costly to investors than FSMAX (0.04). SFMIX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than SFMIX: FSMAX (0) vs SFMIX (250000). FSMAX annual gain was more profitable for investors over the last year : 19.75 vs. SFMIX (-11.55). FSMAX return over 5 years is better than : 33.18 vs. SFMIX (-8.90).
| FSMAX | SFMIX | FSMAX / SFMIX | |
| Total Expense Ratio | 0.04 | 0.89 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.92 | 4% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 13.380 | 8.747 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 757M | 5,746% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 19.75 | -11.55 | -171% |
| Returns for 3 years | 57.72 | 13.33 | 433% |
| Returns for 5 years | 33.18 | -8.90 | -373% |
| Returns for 10 years | 131.39 | 100.43 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALVIX | 11.63 | 0.14 | +1.22% |
| American Century Focused Lg Cap Val Inv | |||
| POVEX | 34.70 | 0.08 | +0.23% |
| Putnam International Equity R6 | |||
| HGXFX | 18.93 | 0.03 | +0.16% |
| Hartford Global Impact F | |||
| TRGOX | 83.96 | -0.45 | -0.53% |
| T. Rowe Price Lrg Cp Gr Inv | |||
| ANJIX | 27.70 | -0.25 | -0.89% |
| Virtus NFJ International Value Inst | |||