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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
Jun 24, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. IIRSX (396M). IIRSX pays higher dividends than VSMAX: IIRSX (1.32) vs VSMAX (1.19). 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 (27.70) and IIRSX (26.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 33.78 vs. IIRSX (-13.39).
| 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 | 6.774 | 15.390 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 183B | 0% |
| Annual Yield % from dividends | 1.32 | 1.19 | 111% |
| Returns for 1 year | 26.54 | 27.70 | 96% |
| Returns for 3 years | 23.65 | 57.54 | 41% |
| Returns for 5 years | -13.39 | 33.78 | -40% |
| Returns for 10 years | 34.17 | 173.79 | 20% |
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