FISMX
Price
$40.60
Change
+$0.22 (+0.54%)
Updated
Sep 4 closing price
Net Assets
5.32B
LOIEX
Price
$26.16
Change
+$0.04 (+0.15%)
Updated
Sep 4 closing price
Net Assets
344.07M
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FISMX vs LOIEX

FISMX vs LOIEX Comparison Chart in %
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FISMX vs. LOIEX commentary
Sep 08, 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 LOIEX is a Buy.

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FUNDAMENTALS
Fundamentals
FISMX has more cash in the bank: 5.32B vs. LOIEX (344M). FISMX pays higher dividends than LOIEX: FISMX (3.06) vs LOIEX (1.53). FISMX was incepted earlier than LOIEX: FISMX (24 years) vs LOIEX (9 years). LOIEX (0.96) is less costly to investors than FISMX (0.90). LOIEX is a more actively managed with annual turnover of: 98.00 vs. FISMX (24.00). FISMX (0) and LOIEX (0) have matching initial minimum investment requirements. LOIEX annual gain was more profitable for investors over the last year : 16.50 vs. FISMX (14.32). FISMX return over 5 years is better than : 26.53 vs. LOIEX (21.63).
FISMXLOIEXFISMX / LOIEX
Total Expense Ratio0.900.9694%
Annual Report Gross Expense Ratio0.900.9694%
Fund Existence24 years9 years-
Gain YTD10.26614.93869%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.32B344M1,546%
Annual Yield % from dividends3.061.53201%
Returns for 1 year14.3216.5087%
Returns for 3 years48.9650.8296%
Returns for 5 years26.5321.63123%
Returns for 10 years84.00N/A-
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