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FSMAX vs WSMRX
FSMAX vs WSMRX Comparison
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FSMAX vs WSMRX Comparison Chart in %
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FSMAX vs. WSMRX commentary
Jul 23, 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 WSMRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. WSMRX (1.25B). FSMAX pays higher dividends than WSMRX: FSMAX (0.48) vs WSMRX (0.00). FSMAX was incepted earlier than WSMRX: FSMAX (15 years) vs WSMRX (7 years). WSMRX (0.99) is less costly to investors than FSMAX (0.04). WSMRX is a more actively managed with annual turnover of: 57.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than WSMRX: FSMAX (0) vs WSMRX (1000000). FSMAX annual gain was more profitable for investors over the last year : 21.72 vs. WSMRX (15.19). FSMAX return over 5 years is better than : 35.11 vs. WSMRX (-19.64).
| FSMAX | WSMRX | FSMAX / WSMRX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.99 | 4% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 15.019 | 10.845 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.25B | 3,477% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 21.72 | 15.19 | 143% |
| Returns for 3 years | 60.26 | 3.70 | 1,629% |
| Returns for 5 years | 35.11 | -19.64 | -179% |
| Returns for 10 years | 135.40 | N/A | - |
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