Interact to see
Advertisement
Advertisement
FSMDX vs IRMAX
FSMDX vs IRMAX Comparison
Open Charts FSMDX vs IRMAX
FSMDX vs IRMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. IRMAX commentary
Aug 23, 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 IRMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. IRMAX (793M). IRMAX pays higher dividends than FSMDX: IRMAX (1.10) vs FSMDX (0.76). FSMDX was incepted earlier than IRMAX: FSMDX (15 years) vs IRMAX (18 years). IRMAX (1.09) is less costly to investors than FSMDX (0.03). IRMAX is a more actively managed with annual turnover of: 26.00 vs. FSMDX (15.00). FSMDX (0) and IRMAX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.53 vs. IRMAX (-14.93). FSMDX return over 5 years is better than : 47.15 vs. IRMAX (-33.81).
| FSMDX | IRMAX | FSMDX / IRMAX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.09 | 2% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 17.736 | -17.289 | -103% |
| 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 | 1.10 | 69% |
| Returns for 1 year | 21.53 | -14.93 | -144% |
| Returns for 3 years | 63.59 | -10.22 | -622% |
| Returns for 5 years | 47.15 | -33.81 | -139% |
| Returns for 10 years | 166.80 | -36.52 | -457% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MGRAX | 50.64 | 0.53 | +1.06% |
| MFS International Growth A | |||
| DASVX | 19.01 | 0.17 | +0.90% |
| Dunham Small Cap Value A | |||
| SLVIX | 49.42 | 0.41 | +0.84% |
| Columbia Select Large Cap Value Inst2 | |||
| NWAWX | 14.40 | 0.04 | +0.28% |
| Nationwide GQG US Quality Eq Instl Ser | |||
| ABCYX | 23.46 | 0.05 | +0.21% |
| American Beacon The London Co Inc Eq Y | |||