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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
FMSHX vs IEQAX Comparison Chart in %
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FMSHX vs. IEQAX commentary
Jun 04, 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 FMSHX is a Buy and IEQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 6.93B vs. IEQAX (43.6M). IEQAX pays higher dividends than FMSHX: IEQAX (2.71) vs FMSHX (1.72). FMSHX was incepted earlier than IEQAX: FMSHX (13 years) vs IEQAX (20 years). IEQAX (1.48) is less costly to investors than FMSHX (0.70). FMSHX is a more actively managed with annual turnover of: 51.72 vs. IEQAX (26.00). IEQAX has a lower initial minimum investment than FMSHX: IEQAX (1000) vs FMSHX (1000000). IEQAX annual gain was more profitable for investors over the last year : 27.45 vs. FMSHX (7.60). IEQAX return over 5 years is better than : 2.18 vs. FMSHX (-3.59).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | 0.70 | 1.48 | 47% |
| Annual Report Gross Expense Ratio | 0.70 | 1.48 | 47% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 3.248 | 13.654 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 43.6M | 15,901% |
| Annual Yield % from dividends | 1.72 | 2.71 | 64% |
| Returns for 1 year | 7.60 | 27.45 | 28% |
| Returns for 3 years | 21.87 | 44.17 | 50% |
| Returns for 5 years | -3.59 | 2.18 | -165% |
| Returns for 10 years | 11.25 | 81.76 | 14% |
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