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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
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 SMFAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SMFAX (766M). FSMAX pays higher dividends than SMFAX: FSMAX (0.50) 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 : 20.57 vs. SMFAX (-17.01). FSMAX return over 5 years is better than : 33.18 vs. SMFAX (-18.32).
| 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 | 13.370 | 10.075 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| 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 | -17.01 | -121% |
| Returns for 3 years | 55.83 | 5.33 | 1,047% |
| Returns for 5 years | 33.18 | -18.32 | -181% |
| Returns for 10 years | 133.82 | 71.37 | 188% |
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