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IIRSX vs VSMAX
IIRSX vs VSMAX Comparison
Open Charts IIRSX vs VSMAX
IIRSX vs VSMAX Comparison Chart in %
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IIRSX vs. VSMAX 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 IIRSX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. IIRSX (393M). IIRSX pays higher dividends than VSMAX: IIRSX (1.31) vs VSMAX (1.21). IIRSX was incepted earlier than VSMAX: IIRSX (18 years) vs VSMAX (26 years). IIRSX (0.61) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. IIRSX (11.00). IIRSX has a lower initial minimum investment than VSMAX: IIRSX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 22.58 vs. IIRSX (18.73). VSMAX return over 5 years is better than : 35.11 vs. IIRSX (-11.77).
| IIRSX | VSMAX | IIRSX / VSMAX | |
| Total Expense Ratio | 0.43 | 0.05 | 860% |
| Annual Report Gross Expense Ratio | 0.61 | 0.05 | 1,220% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 5.162 | 14.588 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 189B | 0% |
| Annual Yield % from dividends | 1.31 | 1.21 | 108% |
| Returns for 1 year | 18.73 | 22.58 | 83% |
| Returns for 3 years | 11.12 | 43.42 | 26% |
| Returns for 5 years | -11.77 | 35.11 | -34% |
| Returns for 10 years | 23.70 | 155.96 | 15% |
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