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FSMDX vs IIRMX
FSMDX vs IIRMX Comparison
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FSMDX vs IIRMX Comparison Chart in %
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FSMDX vs. IIRMX commentary
Aug 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 FSMDX is a Hold and IIRMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. IIRMX (793M). IIRMX pays higher dividends than FSMDX: IIRMX (1.41) vs FSMDX (0.76). FSMDX was incepted earlier than IIRMX: FSMDX (15 years) vs IIRMX (18 years). IIRMX (0.59) is less costly to investors than FSMDX (0.03). IIRMX is a more actively managed with annual turnover of: 26.00 vs. FSMDX (15.00). FSMDX (0) and IIRMX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.53 vs. IIRMX (-11.54). FSMDX return over 5 years is better than : 47.15 vs. IIRMX (-27.77).
| FSMDX | IIRMX | FSMDX / IIRMX | |
| Total Expense Ratio | 0.03 | 0.40 | 6% |
| Annual Report Gross Expense Ratio | 0.03 | 0.59 | 4% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 17.736 | -14.190 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 793M | 6,570% |
| Annual Yield % from dividends | 0.76 | 1.41 | 54% |
| Returns for 1 year | 21.53 | -11.54 | -187% |
| Returns for 3 years | 63.59 | -4.10 | -1,552% |
| Returns for 5 years | 47.15 | -27.77 | -170% |
| Returns for 10 years | 166.80 | -27.17 | -614% |
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