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FSMAX vs SMFAX
FSMAX vs SMFAX Comparison
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FSMAX vs SMFAX Comparison Chart in %
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FSMAX vs. SMFAX 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 SMFAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. SMFAX (763M). FSMAX pays higher dividends than SMFAX: FSMAX (0.48) vs SMFAX (0.00). FSMAX was incepted earlier than SMFAX: FSMAX (15 years) vs SMFAX (14 years). SMFAX (1.38) is less costly to investors than FSMAX (0.04). SMFAX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than SMFAX: FSMAX (0) vs SMFAX (2500). FSMAX annual gain was more profitable for investors over the last year : 24.38 vs. SMFAX (-13.33). FSMAX return over 5 years is better than : 39.12 vs. SMFAX (-14.39).
| FSMAX | SMFAX | FSMAX / SMFAX | |
| Total Expense Ratio | 0.04 | 1.20 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.38 | 3% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 15.913 | 11.458 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| 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 | -13.33 | -183% |
| Returns for 3 years | 63.28 | 6.73 | 940% |
| Returns for 5 years | 39.12 | -14.39 | -272% |
| Returns for 10 years | 139.20 | 74.79 | 186% |
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