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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
Jun 29, 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: 51.5B vs. HEQFX (17.7M). FSMDX pays higher dividends than HEQFX: FSMDX (0.99) vs HEQFX (0.22). 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 : 21.65 vs. HEQFX (9.19). FSMDX return over 5 years is better than : 43.20 vs. HEQFX (-27.09).
| 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 | 14.541 | 10.984 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 17.7M | 290,960% |
| Annual Yield % from dividends | 0.99 | 0.22 | 444% |
| Returns for 1 year | 21.65 | 9.19 | 236% |
| Returns for 3 years | 58.05 | -3.99 | -1,453% |
| Returns for 5 years | 43.20 | -27.09 | -159% |
| Returns for 10 years | 182.96 | -7.23 | -2,531% |
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