Interact to see
Advertisement
Advertisement
FSMAX vs SMFYX
FSMAX vs SMFYX Comparison
Open Charts FSMAX vs SMFYX
FSMAX vs SMFYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SMFYX commentary
Jul 01, 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 SMFYX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. SMFYX (756M). FSMAX pays higher dividends than SMFYX: FSMAX (0.50) vs SMFYX (0.00). FSMAX was incepted earlier than SMFYX: FSMAX (15 years) vs SMFYX (14 years). SMFYX (1.00) is less costly to investors than FSMAX (0.04). SMFYX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than SMFYX: FSMAX (0) vs SMFYX (100000). FSMAX annual gain was more profitable for investors over the last year : 28.01 vs. SMFYX (-6.60). FSMAX return over 5 years is better than : 35.68 vs. SMFYX (-3.20).
| FSMAX | SMFYX | FSMAX / SMFYX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.00 | 4% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 17.374 | 13.762 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 756M | 5,648% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 28.01 | -6.60 | -424% |
| Returns for 3 years | 70.18 | 20.59 | 341% |
| Returns for 5 years | 35.68 | -3.20 | -1,116% |
| Returns for 10 years | 150.44 | 115.66 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers