FSMAX
Price
$116.20
Change
-$0.13 (-0.11%)
Updated
Jun 22 closing price
Net Assets
42.73B
TRUZX
Price
$63.41
Change
+$0.76 (+1.21%)
Updated
Jun 22 closing price
Net Assets
14.56B
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FSMAX vs TRUZX

FSMAX vs TRUZX Comparison Chart in %
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FSMAX vs. TRUZX commentary
Jun 24, 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 TRUZX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. TRUZX (14.6B). FSMAX pays higher dividends than TRUZX: FSMAX (0.50) vs TRUZX (0.00). FSMAX was incepted earlier than TRUZX: FSMAX (15 years) vs TRUZX (6 years). TRUZX (0.64) is less costly to investors than FSMAX (0.04). TRUZX is a more actively managed with annual turnover of: 92.80 vs. FSMAX (23.00). FSMAX (0) and TRUZX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 29.23 vs. TRUZX (18.12). FSMAX return over 5 years is better than : 33.65 vs. TRUZX (-30.14).
FSMAXTRUZXFSMAX / TRUZX
Total Expense Ratio0.040.00-
Annual Report Gross Expense Ratio0.040.645%
Fund Existence15 years6 years-
Gain YTD15.42716.66793%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets42.7B14.6B292%
Annual Yield % from dividends0.500.00-
Returns for 1 year29.2318.12161%
Returns for 3 years73.8318.93390%
Returns for 5 years33.65-30.14-112%
Returns for 10 years153.47N/A-
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