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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
Jun 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 FSMDX is a Buy and IIRMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. IIRMX (701M). IIRMX pays higher dividends than FSMDX: IIRMX (1.44) vs FSMDX (0.99). 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 : 22.46 vs. IIRMX (-10.79). FSMDX return over 5 years is better than : 42.72 vs. IIRMX (-29.76).
| 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 | 11.996 | -18.241 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 701M | 7,347% |
| Annual Yield % from dividends | 0.99 | 1.44 | 69% |
| Returns for 1 year | 22.46 | -10.79 | -208% |
| Returns for 3 years | 59.36 | -6.50 | -913% |
| Returns for 5 years | 42.72 | -29.76 | -144% |
| Returns for 10 years | 166.70 | -26.94 | -619% |
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