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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 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 SMFYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SMFYX (766M). 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 : 20.57 vs. SMFYX (-11.00). FSMAX return over 5 years is better than : 33.18 vs. SMFYX (-8.92).
| 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 | 13.370 | 10.211 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | -11.00 | -187% |
| Returns for 3 years | 55.83 | 14.62 | 382% |
| Returns for 5 years | 33.18 | -8.92 | -372% |
| Returns for 10 years | 133.82 | 101.34 | 132% |
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