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FSMDX vs FTZIX
FSMDX vs FTZIX Comparison
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FSMDX vs FTZIX Comparison Chart in %
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FSMDX vs. FTZIX commentary
Aug 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 FSMDX is a Hold and FTZIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. FTZIX (1.17B). FSMDX pays higher dividends than FTZIX: FSMDX (0.76) vs FTZIX (0.04). FSMDX was incepted earlier than FTZIX: FSMDX (15 years) vs FTZIX (8 years). FTZIX (1.03) is less costly to investors than FSMDX (0.03). FTZIX is a more actively managed with annual turnover of: 20.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than FTZIX: FSMDX (0) vs FTZIX (100000). FTZIX annual gain was more profitable for investors over the last year : 44.86 vs. FSMDX (21.53). FTZIX return over 5 years is better than : 102.42 vs. FSMDX (47.15).
| FSMDX | FTZIX | FSMDX / FTZIX | |
| Total Expense Ratio | 0.03 | 0.99 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.03 | 2% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 17.736 | 27.242 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.17B | 4,449% |
| Annual Yield % from dividends | 0.76 | 0.04 | 1,889% |
| Returns for 1 year | 21.53 | 44.86 | 48% |
| Returns for 3 years | 63.59 | 116.00 | 55% |
| Returns for 5 years | 47.15 | 102.42 | 46% |
| Returns for 10 years | 166.80 | N/A | - |
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