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FSMAX vs IBCGX
FSMAX vs IBCGX Comparison
Open Charts FSMAX vs IBCGX
FSMAX vs IBCGX Comparison Chart in %
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FSMAX vs. IBCGX commentary
Jun 15, 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 StrongBuy and IBCGX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. IBCGX (211M). FSMAX pays higher dividends than IBCGX: FSMAX (0.50) vs IBCGX (0.25). FSMAX was incepted earlier than IBCGX: FSMAX (15 years) vs IBCGX (17 years). IBCGX (1.64) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. IBCGX (13.00). FSMAX (0) and IBCGX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 27.94 vs. IBCGX (-62.13). FSMAX return over 5 years is better than : 33.73 vs. IBCGX (-73.59).
| FSMAX | IBCGX | FSMAX / IBCGX | |
| Total Expense Ratio | 0.04 | 1.40 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.64 | 2% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 14.403 | -46.742 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 211M | 20,237% |
| Annual Yield % from dividends | 0.50 | 0.25 | 200% |
| Returns for 1 year | 27.94 | -62.13 | -45% |
| Returns for 3 years | 67.15 | -64.77 | -104% |
| Returns for 5 years | 33.73 | -73.59 | -46% |
| Returns for 10 years | 147.10 | -72.27 | -204% |
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