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FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
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FSMDX vs SBMAX Comparison Chart in %
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FSMDX vs. SBMAX commentary
Jul 01, 2025
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 SBMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SBMAX (1.67B). FSMDX pays higher dividends than SBMAX: FSMDX (1.14) vs SBMAX (0.04). FSMDX was incepted earlier than SBMAX: FSMDX (14 years) vs SBMAX (27 years). SBMAX (1.16) is less costly to investors than FSMDX (0.03). SBMAX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than SBMAX: FSMDX (0) vs SBMAX (1000). FSMDX annual gain was more profitable for investors over the last year : 13.49 vs. SBMAX (3.97). FSMDX return over 5 years is better than : 80.97 vs. SBMAX (18.07).
| FSMDX | SBMAX | FSMDX / SBMAX | |
| Total Expense Ratio | 0.03 | 1.16 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.16 | 2% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 4.279 | 2.304 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 1.67B | 2,424% |
| Annual Yield % from dividends | 1.14 | 0.04 | 2,683% |
| Returns for 1 year | 13.49 | 3.97 | 340% |
| Returns for 3 years | 44.53 | 8.67 | 514% |
| Returns for 5 years | 80.97 | 18.07 | 448% |
| Returns for 10 years | 118.40 | 9.12 | 1,298% |
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