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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
Jul 26, 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 IOEZX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.11B vs. IOEZX (46.4M). IOEZX pays higher dividends than FMSHX: IOEZX (2.87) 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 : 29.33 vs. FMSHX (5.71). IOEZX return over 5 years is better than : 16.07 vs. FMSHX (3.97).
| 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 | 7.425 | 20.946 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.11B | 46.4M | 15,321% |
| Annual Yield % from dividends | 1.72 | 2.87 | 60% |
| Returns for 1 year | 5.71 | 29.33 | 19% |
| Returns for 3 years | 17.68 | 48.06 | 37% |
| Returns for 5 years | 3.97 | 16.07 | 25% |
| Returns for 10 years | 12.13 | 91.89 | 13% |
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