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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
Sep 22, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SPMIX (113M). SPMIX pays higher dividends than FSMAX: SPMIX (0.71) vs FSMAX (0.49). 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 : 11.95 vs. SPMIX (7.39). FSMAX return over 5 years is better than : 32.70 vs. SPMIX (2.12).
| 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 | 12.983 | 11.424 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 113M | 35,487% |
| Annual Yield % from dividends | 0.49 | 0.71 | 69% |
| Returns for 1 year | 11.95 | 7.39 | 162% |
| Returns for 3 years | 70.80 | 24.69 | 287% |
| Returns for 5 years | 32.70 | 2.12 | 1,541% |
| Returns for 10 years | 125.89 | 18.27 | 689% |
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