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FSMDX vs IRMAX
FSMDX vs IRMAX Comparison
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FSMDX vs IRMAX Comparison Chart in %
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FSMDX vs. IRMAX 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 IRMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. IRMAX (775M). 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 : 18.74 vs. IRMAX (-16.86). FSMDX return over 5 years is better than : 42.85 vs. IRMAX (-35.82).
| 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 | 14.622 | -19.492 | -75% |
| 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 | 1.10 | 69% |
| Returns for 1 year | 18.74 | -16.86 | -111% |
| Returns for 3 years | 50.09 | -17.66 | -284% |
| Returns for 5 years | 42.85 | -35.82 | -120% |
| Returns for 10 years | 165.64 | -36.84 | -450% |
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