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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
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 SBMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. SBMAX (1.54B). FSMDX pays higher dividends than SBMAX: FSMDX (0.76) vs SBMAX (0.00). FSMDX was incepted earlier than SBMAX: FSMDX (15 years) vs SBMAX (28 years). SBMAX (1.15) is less costly to investors than FSMDX (0.03). SBMAX is a more actively managed with annual turnover of: 29.00 vs. FSMDX (15.00). 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 : 18.74 vs. SBMAX (-3.43). FSMDX return over 5 years is better than : 42.85 vs. SBMAX (-21.95).
| FSMDX | SBMAX | FSMDX / SBMAX | |
| Total Expense Ratio | 0.03 | 1.15 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.15 | 2% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 14.622 | 6.009 | 243% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.54B | 3,381% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 18.74 | -3.43 | -547% |
| Returns for 3 years | 50.09 | 3.50 | 1,431% |
| Returns for 5 years | 42.85 | -21.95 | -195% |
| Returns for 10 years | 165.64 | 18.41 | 900% |
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