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FMSHX vs IOEZX
FMSHX vs IOEZX Comparison
Open Charts FMSHX vs IOEZX
FMSHX vs IOEZX Comparison Chart in %
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FMSHX vs. IOEZX commentary
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.29B vs. IOEZX (46.5M). IOEZX pays higher dividends than FMSHX: IOEZX (2.81) vs FMSHX (1.64). 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 : 28.76 vs. FMSHX (9.59). IOEZX return over 5 years is better than : 16.07 vs. FMSHX (6.68).
| 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 | 10.866 | 22.206 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.29B | 46.5M | 15,684% |
| Annual Yield % from dividends | 1.64 | 2.81 | 58% |
| Returns for 1 year | 9.59 | 28.76 | 33% |
| Returns for 3 years | 26.19 | 53.81 | 49% |
| Returns for 5 years | 6.68 | 16.07 | 42% |
| Returns for 10 years | 13.49 | 92.78 | 15% |
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