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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
Aug 03, 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 Buy and HEQFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. HEQFX (17.8M). FSMDX pays higher dividends than HEQFX: FSMDX (0.76) 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 : 18.74 vs. HEQFX (8.18). FSMDX return over 5 years is better than : 42.85 vs. HEQFX (-26.67).
| 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 | 14.622 | 12.272 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 17.8M | 292,697% |
| Annual Yield % from dividends | 0.76 | 0.10 | 766% |
| Returns for 1 year | 18.74 | 8.18 | 229% |
| Returns for 3 years | 50.09 | -8.15 | -614% |
| Returns for 5 years | 42.85 | -26.67 | -161% |
| Returns for 10 years | 165.64 | -10.90 | -1,520% |
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