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FSMAX vs SMCPX
FSMAX vs SMCPX Comparison
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FSMAX vs SMCPX Comparison Chart in %
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FSMAX vs. SMCPX commentary
Sep 12, 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 SMCPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SMCPX (1.44B). FSMAX pays higher dividends than SMCPX: FSMAX (0.49) vs SMCPX (0.19). FSMAX was incepted earlier than SMCPX: FSMAX (15 years) vs SMCPX (26 years). SMCPX (0.85) is less costly to investors than FSMAX (0.04). SMCPX is a more actively managed with annual turnover of: 29.00 vs. FSMAX (23.00). FSMAX (0) and SMCPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 13.05 vs. SMCPX (-9.78). FSMAX return over 5 years is better than : 32.77 vs. SMCPX (-23.21).
| FSMAX | SMCPX | FSMAX / SMCPX | |
| Total Expense Ratio | 0.04 | 0.85 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.85 | 4% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 13.370 | 0.990 | 1,350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.44B | 2,777% |
| Annual Yield % from dividends | 0.49 | 0.19 | 255% |
| Returns for 1 year | 13.05 | -9.78 | -133% |
| Returns for 3 years | 63.92 | 4.76 | 1,343% |
| Returns for 5 years | 32.77 | -23.21 | -141% |
| Returns for 10 years | 133.42 | 19.47 | 685% |
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