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FSMDX vs IPMSX
FSMDX vs IPMSX Comparison
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FSMDX vs IPMSX Comparison Chart in %
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FSMDX vs. IPMSX commentary
Jul 27, 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 IPMSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. IPMSX (817M). FSMDX pays higher dividends than IPMSX: FSMDX (0.76) vs IPMSX (0.19). FSMDX was incepted earlier than IPMSX: FSMDX (15 years) vs IPMSX (25 years). IPMSX (0.94) is less costly to investors than FSMDX (0.03). IPMSX is a more actively managed with annual turnover of: 71.00 vs. FSMDX (15.00). FSMDX (0) and IPMSX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 17.04 vs. IPMSX (14.51). FSMDX return over 5 years is better than : 42.92 vs. IPMSX (-3.94).
| FSMDX | IPMSX | FSMDX / IPMSX | |
| Total Expense Ratio | 0.03 | 0.85 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.94 | 3% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 14.243 | 8.739 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 817M | 6,512% |
| Annual Yield % from dividends | 0.76 | 0.19 | 399% |
| Returns for 1 year | 17.04 | 14.51 | 118% |
| Returns for 3 years | 49.69 | 25.16 | 198% |
| Returns for 5 years | 42.92 | -3.94 | -1,090% |
| Returns for 10 years | 161.20 | 20.66 | 780% |
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