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FSMAX vs IIRMX
FSMAX vs IIRMX Comparison
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FSMAX vs IIRMX Comparison Chart in %
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FSMAX vs. IIRMX commentary
Sep 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 Buy and IIRMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. IIRMX (770M). IIRMX pays higher dividends than FSMAX: IIRMX (1.39) vs FSMAX (0.49). FSMAX was incepted earlier than IIRMX: FSMAX (15 years) vs IIRMX (19 years). IIRMX (0.59) is less costly to investors than FSMAX (0.04). IIRMX is a more actively managed with annual turnover of: 26.00 vs. FSMAX (23.00). FSMAX (0) and IIRMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 14.97 vs. IIRMX (-16.43). FSMAX return over 5 years is better than : 33.60 vs. IIRMX (-30.94).
| FSMAX | IIRMX | FSMAX / IIRMX | |
| Total Expense Ratio | 0.04 | 0.40 | 9% |
| Annual Report Gross Expense Ratio | 0.04 | 0.59 | 6% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 14.205 | -16.584 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 770M | 5,208% |
| Annual Yield % from dividends | 0.49 | 1.39 | 35% |
| Returns for 1 year | 14.97 | -16.43 | -91% |
| Returns for 3 years | 66.32 | -7.50 | -884% |
| Returns for 5 years | 33.60 | -30.94 | -109% |
| Returns for 10 years | 133.38 | -27.02 | -494% |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SFENX | 13.44 | N/A | N/A |
| Schwab Fundamental Emerging Mkts Eq Idx | |||
| FCADX | 62.57 | N/A | N/A |
| Fidelity Advisor International Discv C | |||
| ALMAX | 14.01 | N/A | N/A |
| Alger Weatherbie Specialized Growth A | |||
| SVTAX | 11.34 | N/A | N/A |
| SEI Global Managed Volatility F (SIMT) | |||
| NUGAX | 36.81 | N/A | N/A |
| Nuveen Global Dividend Growth A | |||