FISMX
Price
$40.27
Change
-$0.13 (-0.32%)
Updated
Aug 28 closing price
Net Assets
5.21B
LINVX
Price
$26.09
Change
-$0.23 (-0.87%)
Updated
Aug 28 closing price
Net Assets
343.65M
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FISMX vs LINVX

FISMX vs LINVX Comparison Chart in %
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FISMX vs. LINVX commentary
Aug 30, 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 FISMX is a Hold and LINVX is a Hold.

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FUNDAMENTALS
Fundamentals
FISMX has more cash in the bank: 5.21B vs. LINVX (344M). FISMX pays higher dividends than LINVX: FISMX (3.18) vs LINVX (1.58). FISMX was incepted earlier than LINVX: FISMX (24 years) vs LINVX (11 years). LINVX (0.96) is less costly to investors than FISMX (0.90). LINVX is a more actively managed with annual turnover of: 98.00 vs. FISMX (24.00). FISMX (0) and LINVX (0) have matching initial minimum investment requirements. LINVX annual gain was more profitable for investors over the last year : 14.78 vs. FISMX (12.47). FISMX return over 5 years is better than : 28.15 vs. LINVX (24.18).
FISMXLINVXFISMX / LINVX
Total Expense Ratio0.900.9694%
Annual Report Gross Expense Ratio0.900.9694%
Fund Existence24 years11 years-
Gain YTD9.37014.63164%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B344M1,514%
Annual Yield % from dividends3.181.58201%
Returns for 1 year12.4714.7884%
Returns for 3 years46.5149.6094%
Returns for 5 years28.1524.18116%
Returns for 10 years86.4476.58113%
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