Interact to see
Advertisement
Advertisement
FSMAX vs TRSZX
FSMAX vs TRSZX Comparison
Open Charts FSMAX vs TRSZX
FSMAX vs TRSZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. TRSZX commentary
Jul 04, 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 TRSZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. TRSZX (498M). TRSZX pays higher dividends than FSMAX: TRSZX (0.89) vs FSMAX (0.48). FSMAX was incepted earlier than TRSZX: FSMAX (15 years) vs TRSZX (6 years). TRSZX (0.21) is less costly to investors than FSMAX (0.04). TRSZX is a more actively managed with annual turnover of: 39.30 vs. FSMAX (23.00). FSMAX (0) and TRSZX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 25.67 vs. TRSZX (13.99). FSMAX return over 5 years is better than : 35.59 vs. TRSZX (26.60).
| FSMAX | TRSZX | FSMAX / TRSZX | |
| Total Expense Ratio | 0.04 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.04 | 0.21 | 17% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 16.937 | 13.484 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 498M | 8,735% |
| Annual Yield % from dividends | 0.48 | 0.89 | 55% |
| Returns for 1 year | 25.67 | 13.99 | 183% |
| Returns for 3 years | 68.76 | 61.49 | 112% |
| Returns for 5 years | 35.59 | 26.60 | 134% |
| Returns for 10 years | 149.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement