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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
Jun 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 Hold and IRMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. IRMAX (718M). IRMAX pays higher dividends than FSMDX: IRMAX (1.12) vs FSMDX (0.99). 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 : 22.05 vs. IRMAX (-14.88). FSMDX return over 5 years is better than : 43.68 vs. IRMAX (-36.23).
| 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 | 14.920 | -20.193 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 718M | 7,173% |
| Annual Yield % from dividends | 0.99 | 1.12 | 88% |
| Returns for 1 year | 22.05 | -14.88 | -148% |
| Returns for 3 years | 58.58 | -12.72 | -460% |
| Returns for 5 years | 43.68 | -36.23 | -121% |
| Returns for 10 years | 183.89 | -31.90 | -576% |
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