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FSMAX vs SFMRX
FSMAX vs SFMRX Comparison
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FSMAX vs SFMRX Comparison Chart in %
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FSMAX vs. SFMRX 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 SFMRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SFMRX (766M). FSMAX pays higher dividends than SFMRX: FSMAX (0.50) 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 : 20.57 vs. SFMRX (-10.61). FSMAX return over 5 years is better than : 33.18 vs. SFMRX (-8.14).
| 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 | 13.370 | 10.259 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 766M | 5,235% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 20.57 | -10.61 | -194% |
| Returns for 3 years | 55.83 | 15.31 | 365% |
| Returns for 5 years | 33.18 | -8.14 | -408% |
| Returns for 10 years | 133.82 | N/A | - |
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