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FSMAX or FXAIX or FZROX
FSMAX vs FXAIX vs FZROX Comparison
Open Charts FSMAX vs FXAIX vs FZROX
FSMAX vs FXAIX vs FZROX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. FSMAX (42.7B) and FZROX (38.6B). FXAIX pays higher dividends than FZROX and FSMAX: FXAIX (1.03) vs FZROX (0.92) and FSMAX (0.50). FSMAX was incepted earlier than FXAIX and FZROX: FSMAX (15 years) vs FXAIX (15 years) and FZROX (8 years). FSMAX (0.04) is less costly to investors than FXAIX (0.01) and FZROX (0.00). FSMAX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (3.00) and FZROX (3.00). FSMAX (0), FXAIX (0) and FZROX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 27.61 vs. FZROX (22.00) and FXAIX (21.19). FXAIX return over 5 years is better than : 84.53 vs. FZROX (76.53) and FSMAX (33.92).
| FSMAX | FXAIX | FZROX | |
| Total Expense Ratio | 0.04 | 0.01 | 0.00 |
| Annual Report Gross Expense Ratio | 0.04 | 0.01 | 0.00 |
| Fund Existence | 15 years | 15 years | 8 years |
| Gain YTD | 16.172 | 8.052 | 8.926 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 0 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 42.7B | 832B | 38.6B |
| Annual Yield % from dividends | 0.50 | 1.03 | 0.92 |
| Returns for 1 year | 27.61 | 21.19 | 22.00 |
| Returns for 3 years | 71.63 | 74.85 | 74.62 |
| Returns for 5 years | 33.92 | 84.53 | 76.53 |
| Returns for 10 years | 158.06 | 300.39 | N/A |
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