Interact to see
Advertisement
Advertisement
FSMAX vs SFMRX
FSMAX vs SFMRX Comparison
Open Charts FSMAX vs SFMRX
FSMAX vs SFMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SFMRX commentary
Jul 14, 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 StrongBuy and SFMRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. SFMRX (763M). FSMAX pays higher dividends than SFMRX: FSMAX (0.48) vs SFMRX (0.00). FSMAX was incepted earlier than SFMRX: FSMAX (15 years) vs SFMRX (8 years). SFMRX (0.91) is less costly to investors than FSMAX (0.04). SFMRX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (23.00). FSMAX (0) and SFMRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 24.38 vs. SFMRX (-7.52). FSMAX return over 5 years is better than : 39.12 vs. SFMRX (-4.60).
| FSMAX | SFMRX | FSMAX / SFMRX | |
| Total Expense Ratio | 0.04 | 0.88 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.91 | 4% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 15.913 | 10.605 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 763M | 5,701% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 24.38 | -7.52 | -324% |
| Returns for 3 years | 63.28 | 15.78 | 401% |
| Returns for 5 years | 39.12 | -4.60 | -851% |
| Returns for 10 years | 139.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement