Interact to see
Advertisement
Advertisement
FSMAX vs JDERX
FSMAX vs JDERX Comparison
Open Charts FSMAX vs JDERX
FSMAX vs JDERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. JDERX commentary
Jul 23, 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 Buy and JDERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. JDERX (1.75B). FSMAX pays higher dividends than JDERX: FSMAX (0.48) 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 : 21.72 vs. JDERX (-12.13). FSMAX return over 5 years is better than : 35.11 vs. JDERX (-48.43).
| 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 | 15.019 | 3.398 | 442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.75B | 2,483% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 21.72 | -12.13 | -179% |
| Returns for 3 years | 60.26 | -13.70 | -440% |
| Returns for 5 years | 35.11 | -48.43 | -72% |
| Returns for 10 years | 135.40 | -69.30 | -195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers