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FSMAX vs IPMSX
FSMAX vs IPMSX Comparison
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FSMAX vs IPMSX Comparison Chart in %
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FSMAX vs. IPMSX commentary
Jun 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 StrongBuy and IPMSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. IPMSX (827M). FSMAX pays higher dividends than IPMSX: FSMAX (0.50) vs IPMSX (0.20). FSMAX was incepted earlier than IPMSX: FSMAX (15 years) vs IPMSX (25 years). IPMSX (0.94) is less costly to investors than FSMAX (0.04). IPMSX is a more actively managed with annual turnover of: 71.00 vs. FSMAX (23.00). FSMAX (0) and IPMSX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 27.94 vs. IPMSX (19.43). FSMAX return over 5 years is better than : 33.73 vs. IPMSX (-5.60).
| FSMAX | IPMSX | FSMAX / IPMSX | |
| Total Expense Ratio | 0.04 | 0.85 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 14.403 | 9.079 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 827M | 5,163% |
| Annual Yield % from dividends | 0.50 | 0.20 | 258% |
| Returns for 1 year | 27.94 | 19.43 | 144% |
| Returns for 3 years | 67.15 | 32.24 | 208% |
| Returns for 5 years | 33.73 | -5.60 | -602% |
| Returns for 10 years | 147.10 | 26.65 | 552% |
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