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FSMAX vs SFMIX
FSMAX vs SFMIX Comparison
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FSMAX vs SFMIX Comparison Chart in %
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FSMAX vs. SFMIX commentary
Sep 20, 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 SFMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SFMIX (780M). FSMAX pays higher dividends than SFMIX: FSMAX (0.49) 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 : 11.53 vs. SFMIX (-13.57). FSMAX return over 5 years is better than : 31.98 vs. SFMIX (-8.51).
| 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 | 12.983 | 9.815 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 780M | 5,141% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 11.53 | -13.57 | -85% |
| Returns for 3 years | 65.97 | 20.80 | 317% |
| Returns for 5 years | 31.98 | -8.51 | -376% |
| Returns for 10 years | 130.24 | 101.05 | 129% |
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