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FSMAX vs IPMIX
FSMAX vs IPMIX Comparison
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FSMAX vs IPMIX Comparison Chart in %
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FSMAX vs. IPMIX 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 IPMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. IPMIX (829M). IPMIX pays higher dividends than FSMAX: IPMIX (0.75) vs FSMAX (0.50). FSMAX was incepted earlier than IPMIX: FSMAX (15 years) vs IPMIX (29 years). IPMIX (0.69) is less costly to investors than FSMAX (0.04). IPMIX is a more actively managed with annual turnover of: 71.00 vs. FSMAX (23.00). FSMAX (0) and IPMIX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 29.23 vs. IPMIX (20.24). FSMAX return over 5 years is better than : 33.65 vs. IPMIX (-1.02).
| FSMAX | IPMIX | FSMAX / IPMIX | |
| Total Expense Ratio | 0.04 | 0.60 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.69 | 5% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 15.427 | 9.798 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 829M | 5,151% |
| Annual Yield % from dividends | 0.50 | 0.75 | 67% |
| Returns for 1 year | 29.23 | 20.24 | 144% |
| Returns for 3 years | 73.83 | 37.46 | 197% |
| Returns for 5 years | 33.65 | -1.02 | -3,295% |
| Returns for 10 years | 153.47 | 34.94 | 439% |
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