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FSMAX vs IBGIX
FSMAX vs IBGIX Comparison
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FSMAX vs IBGIX Comparison Chart in %
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FSMAX vs. IBGIX commentary
Jul 11, 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 IBGIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. IBGIX (213M). IBGIX pays higher dividends than FSMAX: IBGIX (0.59) vs FSMAX (0.48). FSMAX was incepted earlier than IBGIX: FSMAX (15 years) vs IBGIX (24 years). IBGIX (1.24) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. IBGIX (13.00). FSMAX (0) and IBGIX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.76 vs. IBGIX (-52.37). FSMAX return over 5 years is better than : 35.74 vs. IBGIX (-64.06).
| FSMAX | IBGIX | FSMAX / IBGIX | |
| Total Expense Ratio | 0.04 | 1.00 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.24 | 3% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 16.579 | -35.905 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 213M | 20,423% |
| Annual Yield % from dividends | 0.48 | 0.59 | 83% |
| Returns for 1 year | 23.76 | -52.37 | -45% |
| Returns for 3 years | 65.71 | -54.16 | -121% |
| Returns for 5 years | 35.74 | -64.06 | -56% |
| Returns for 10 years | 140.62 | -58.58 | -240% |
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