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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
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FSMDX vs HEQFX Comparison Chart in %
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FSMDX vs. HEQFX commentary
Sep 18, 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 HEQFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. HEQFX (17.4M). FSMDX pays higher dividends than HEQFX: FSMDX (0.75) vs HEQFX (0.10). FSMDX was incepted earlier than HEQFX: FSMDX (15 years) vs HEQFX (28 years). HEQFX (1.81) is less costly to investors than FSMDX (0.03). HEQFX is a more actively managed with annual turnover of: 69.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than HEQFX: FSMDX (0) vs HEQFX (2000). FSMDX annual gain was more profitable for investors over the last year : 13.91 vs. HEQFX (-0.48). FSMDX return over 5 years is better than : 39.83 vs. HEQFX (-26.92).
| FSMDX | HEQFX | FSMDX / HEQFX | |
| Total Expense Ratio | 0.03 | 1.81 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.81 | 1% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 13.052 | 9.266 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 17.4M | 305,172% |
| Annual Yield % from dividends | 0.75 | 0.10 | 758% |
| Returns for 1 year | 13.91 | -0.48 | -2,915% |
| Returns for 3 years | 56.17 | -6.37 | -881% |
| Returns for 5 years | 39.83 | -26.92 | -148% |
| Returns for 10 years | 162.90 | -12.57 | -1,296% |
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