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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 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: 52.1B vs. IIRMX (775M). 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 : 18.74 vs. IIRMX (-13.58). FSMDX return over 5 years is better than : 42.85 vs. IIRMX (-29.84).
| 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 | 14.622 | -16.400 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 775M | 6,723% |
| Annual Yield % from dividends | 0.76 | 1.41 | 54% |
| Returns for 1 year | 18.74 | -13.58 | -138% |
| Returns for 3 years | 50.09 | -11.97 | -419% |
| Returns for 5 years | 42.85 | -29.84 | -144% |
| Returns for 10 years | 165.64 | -27.42 | -604% |
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