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FSMAX vs SMFYX
FSMAX vs SMFYX Comparison
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FSMAX vs SMFYX Comparison Chart in %
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FSMAX vs. SMFYX commentary
Aug 30, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SMFYX (802M). FSMAX pays higher dividends than SMFYX: FSMAX (0.50) vs SMFYX (0.00). FSMAX was incepted earlier than SMFYX: FSMAX (15 years) vs SMFYX (15 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 : 18.12 vs. SMFYX (-10.22). FSMAX return over 5 years is better than : 33.59 vs. SMFYX (-7.22).
| 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 | 15 years | - |
| Gain YTD | 16.380 | 13.175 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 802M | 5,000% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 18.12 | -10.22 | -177% |
| Returns for 3 years | 67.30 | 21.52 | 313% |
| Returns for 5 years | 33.59 | -7.22 | -465% |
| Returns for 10 years | 134.01 | 101.56 | 132% |
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