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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
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FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX 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 SMIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. SMIPX (11.2M). FSMAX pays higher dividends than SMIPX: FSMAX (0.48) vs SMIPX (0.00). FSMAX was incepted earlier than SMIPX: FSMAX (15 years) vs SMIPX (24 years). SMIPX (2.22) is less costly to investors than FSMAX (0.04). SMIPX is a more actively managed with annual turnover of: 152.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than SMIPX: FSMAX (0) vs SMIPX (250). FSMAX annual gain was more profitable for investors over the last year : 24.38 vs. SMIPX (-1.48). FSMAX return over 5 years is better than : 39.12 vs. SMIPX (-3.65).
| FSMAX | SMIPX | FSMAX / SMIPX | |
| Total Expense Ratio | 0.04 | 2.22 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 2.22 | 2% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 15.913 | 17.028 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 11.2M | 388,393% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 24.38 | -1.48 | -1,652% |
| Returns for 3 years | 63.28 | 14.73 | 430% |
| Returns for 5 years | 39.12 | -3.65 | -1,072% |
| Returns for 10 years | 139.20 | 12.02 | 1,158% |
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