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FSMAX vs IMOZX
FSMAX vs IMOZX Comparison
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FSMAX vs IMOZX Comparison Chart in %
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FSMAX vs. IMOZX commentary
Aug 03, 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 IMOZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. IMOZX (755M). FSMAX pays higher dividends than IMOZX: FSMAX (0.50) vs IMOZX (0.00). FSMAX was incepted earlier than IMOZX: FSMAX (15 years) vs IMOZX (13 years). IMOZX (0.87) is less costly to investors than FSMAX (0.04). IMOZX is a more actively managed with annual turnover of: 87.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than IMOZX: FSMAX (0) vs IMOZX (1000000). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. IMOZX (-10.19). FSMAX return over 5 years is better than : 33.18 vs. IMOZX (-23.35).
| FSMAX | IMOZX | FSMAX / IMOZX | |
| Total Expense Ratio | 0.04 | 0.83 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.87 | 4% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 13.370 | 6.128 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 755M | 5,311% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 20.57 | -10.19 | -202% |
| Returns for 3 years | 55.83 | 5.55 | 1,006% |
| Returns for 5 years | 33.18 | -23.35 | -142% |
| Returns for 10 years | 133.82 | 1.66 | 8,062% |
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