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FSMAX vs SPMIX
FSMAX vs SPMIX Comparison
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FSMAX vs SPMIX Comparison Chart in %
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FSMAX vs. SPMIX commentary
Aug 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 Buy and SPMIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SPMIX (120M). SPMIX pays higher dividends than FSMAX: SPMIX (0.71) vs FSMAX (0.50). FSMAX was incepted earlier than SPMIX: FSMAX (15 years) vs SPMIX (34 years). SPMIX (0.63) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. SPMIX (12.00). FSMAX has a lower initial minimum investment than SPMIX: FSMAX (0) vs SPMIX (1000). FSMAX annual gain was more profitable for investors over the last year : 23.60 vs. SPMIX (16.40). FSMAX return over 5 years is better than : 40.00 vs. SPMIX (6.39).
| FSMAX | SPMIX | FSMAX / SPMIX | |
| Total Expense Ratio | 0.04 | 0.63 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.63 | 6% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 19.519 | 18.795 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 120M | 33,417% |
| Annual Yield % from dividends | 0.50 | 0.71 | 71% |
| Returns for 1 year | 23.60 | 16.40 | 144% |
| Returns for 3 years | 70.81 | 24.67 | 287% |
| Returns for 5 years | 40.00 | 6.39 | 626% |
| Returns for 10 years | 140.28 | 24.96 | 562% |
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