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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
Jul 06, 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 IBCGX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. IBCGX (215M). FSMAX pays higher dividends than IBCGX: FSMAX (0.48) 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 : 25.67 vs. IBCGX (-61.12). FSMAX return over 5 years is better than : 35.59 vs. IBCGX (-73.00).
| 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 | 16.937 | -44.618 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 215M | 20,233% |
| Annual Yield % from dividends | 0.48 | 0.25 | 191% |
| Returns for 1 year | 25.67 | -61.12 | -42% |
| Returns for 3 years | 68.76 | -63.56 | -108% |
| Returns for 5 years | 35.59 | -73.00 | -49% |
| Returns for 10 years | 149.51 | -71.66 | -209% |
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