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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
Aug 23, 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 SMCPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SMCPX (1.55B). FSMAX pays higher dividends than SMCPX: FSMAX (0.50) 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 : 23.68 vs. SMCPX (-1.46). FSMAX return over 5 years is better than : 40.14 vs. SMCPX (-18.33).
| 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 | 16.937 | 7.638 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.55B | 2,587% |
| Annual Yield % from dividends | 0.50 | 0.19 | 265% |
| Returns for 1 year | 23.68 | -1.46 | -1,623% |
| Returns for 3 years | 72.74 | 12.61 | 577% |
| Returns for 5 years | 40.14 | -18.33 | -219% |
| Returns for 10 years | 134.49 | 23.52 | 572% |
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