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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
Jul 14, 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: 53.2B vs. IIRMX (709M). IIRMX pays higher dividends than FSMDX: IIRMX (1.40) 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 : 19.67 vs. IIRMX (-12.88). FSMDX return over 5 years is better than : 45.89 vs. IIRMX (-28.31).
| 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 | 14.947 | -16.124 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 709M | 7,504% |
| Annual Yield % from dividends | 0.76 | 1.40 | 54% |
| Returns for 1 year | 19.67 | -12.88 | -153% |
| Returns for 3 years | 52.50 | -10.51 | -500% |
| Returns for 5 years | 45.89 | -28.31 | -162% |
| Returns for 10 years | 165.79 | -27.38 | -605% |
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