Interact to see
Advertisement
Advertisement
FSMAX vs IAXTX
FSMAX vs IAXTX Comparison
Open Charts FSMAX vs IAXTX
FSMAX vs IAXTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. IAXTX commentary
Sep 18, 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 FSMAX is a Hold and IAXTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. IAXTX (863M). FSMAX pays higher dividends than IAXTX: FSMAX (0.49) vs IAXTX (0.00). FSMAX was incepted earlier than IAXTX: FSMAX (15 years) vs IAXTX (18 years). IAXTX (1.40) is less costly to investors than FSMAX (0.04). IAXTX is a more actively managed with annual turnover of: 56.00 vs. FSMAX (23.00). FSMAX (0) and IAXTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 13.07 vs. IAXTX (-38.68). FSMAX return over 5 years is better than : 31.42 vs. IAXTX (-59.53).
| FSMAX | IAXTX | FSMAX / IAXTX | |
| Total Expense Ratio | 0.04 | 1.20 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.40 | 3% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 12.506 | -36.080 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 863M | 4,647% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 13.07 | -38.68 | -34% |
| Returns for 3 years | 64.66 | -32.10 | -201% |
| Returns for 5 years | 31.42 | -59.53 | -53% |
| Returns for 10 years | 128.58 | -42.92 | -300% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYGRX | 104.18 | N/A | N/A |
| Rydex S&P 500 Pure Growth C | |||
| FMCRX | 16.47 | N/A | N/A |
| Federated Hermes Mid-Cap Index IS | |||
| NWJEX | 144.34 | N/A | N/A |
| Nationwide NYSE Arca Tech 100 Idx R6 | |||
| HSWTX | 23.44 | N/A | N/A |
| Hartford Schroders International Stk R5 | |||
| INKDX | 11.13 | N/A | N/A |
| Victory Pioneer Disciplined Growth R6 | |||