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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 24, 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 StrongBuy and IEQAX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 6.94B vs. IEQAX (43.5M). 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 : 27.08 vs. FMSHX (5.56). IEQAX return over 5 years is better than : 6.23 vs. FMSHX (-0.59).
| 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 | 3.944 | 13.540 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 43.5M | 15,945% |
| Annual Yield % from dividends | 1.72 | 2.71 | 64% |
| Returns for 1 year | 5.56 | 27.08 | 21% |
| Returns for 3 years | 21.23 | 44.11 | 48% |
| Returns for 5 years | -0.59 | 6.23 | -9% |
| Returns for 10 years | 14.94 | 86.45 | 17% |
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