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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
Jun 24, 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 IIRMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. IIRMX (713M). IIRMX pays higher dividends than FSMAX: IIRMX (1.44) vs FSMAX (0.50). FSMAX was incepted earlier than IIRMX: FSMAX (15 years) vs IIRMX (18 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 : 29.23 vs. IIRMX (-10.69). FSMAX return over 5 years is better than : 33.65 vs. IIRMX (-29.43).
| 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 | 18 years | - |
| Gain YTD | 15.427 | -16.768 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 713M | 5,989% |
| Annual Yield % from dividends | 0.50 | 1.44 | 35% |
| Returns for 1 year | 29.23 | -10.69 | -273% |
| Returns for 3 years | 73.83 | -5.77 | -1,280% |
| Returns for 5 years | 33.65 | -29.43 | -114% |
| Returns for 10 years | 153.47 | -23.54 | -652% |
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