Interact to see
Advertisement
Advertisement
FMSHX vs IOEZX
FMSHX vs IOEZX Comparison
Open Charts FMSHX vs IOEZX
FMSHX vs IOEZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. IOEZX commentary
Jun 23, 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 Hold and IOEZX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 6.93B vs. IOEZX (43.6M). IOEZX pays higher dividends than FMSHX: IOEZX (2.96) vs FMSHX (1.72). FMSHX was incepted earlier than IOEZX: FMSHX (13 years) vs IOEZX (22 years). IOEZX (1.23) is less costly to investors than FMSHX (0.70). FMSHX is a more actively managed with annual turnover of: 51.72 vs. IOEZX (26.00). IOEZX has a lower initial minimum investment than FMSHX: IOEZX (1000) vs FMSHX (1000000). IOEZX annual gain was more profitable for investors over the last year : 27.24 vs. FMSHX (6.02). IOEZX return over 5 years is better than : 7.49 vs. FMSHX (0.08).
| FMSHX | IOEZX | FMSHX / IOEZX | |
| Total Expense Ratio | 0.70 | 1.23 | 57% |
| Annual Report Gross Expense Ratio | 0.70 | 1.23 | 57% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 3.790 | 12.752 | 30% |
| 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 | 15,885% |
| Annual Yield % from dividends | 1.72 | 2.96 | 58% |
| Returns for 1 year | 6.02 | 27.24 | 22% |
| Returns for 3 years | 21.05 | 44.03 | 48% |
| Returns for 5 years | 0.08 | 7.49 | 1% |
| Returns for 10 years | 14.77 | 89.67 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement