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FSMAX vs JDERX
FSMAX vs JDERX Comparison
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FSMAX vs JDERX Comparison Chart in %
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FSMAX vs. JDERX commentary
Jun 20, 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 FSMAX is a Hold and JDERX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. JDERX (1.77B). FSMAX pays higher dividends than JDERX: FSMAX (0.50) vs JDERX (0.00). FSMAX was incepted earlier than JDERX: FSMAX (15 years) vs JDERX (21 years). JDERX (1.51) is less costly to investors than FSMAX (0.04). JDERX is a more actively managed with annual turnover of: 65.00 vs. FSMAX (23.00). FSMAX (0) and JDERX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 28.79 vs. JDERX (-9.13). FSMAX return over 5 years is better than : 36.31 vs. JDERX (-46.37).
| FSMAX | JDERX | FSMAX / JDERX | |
| Total Expense Ratio | 0.04 | 1.26 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.51 | 2% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 13.658 | 2.427 | 563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.77B | 2,414% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 28.79 | -9.13 | -315% |
| Returns for 3 years | 66.13 | -9.83 | -673% |
| Returns for 5 years | 36.31 | -46.37 | -78% |
| Returns for 10 years | 145.49 | -68.06 | -214% |
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