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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 28, 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: 52.1B vs. HEQFX (18.1M). 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 : 19.49 vs. HEQFX (4.62). FSMDX return over 5 years is better than : 43.54 vs. HEQFX (-26.29).
| 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 | 18.359 | 14.418 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 18.1M | 287,845% |
| Annual Yield % from dividends | 0.76 | 0.10 | 766% |
| Returns for 1 year | 19.49 | 4.62 | 421% |
| Returns for 3 years | 62.56 | -2.49 | -2,511% |
| Returns for 5 years | 43.54 | -26.29 | -166% |
| Returns for 10 years | 169.41 | -10.65 | -1,591% |
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