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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
Aug 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 Hold and JDERX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. JDERX (1.71B). 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 : 23.68 vs. JDERX (-10.82). FSMAX return over 5 years is better than : 40.14 vs. JDERX (-46.98).
| 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 | 16.937 | 4.854 | 349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.71B | 2,341% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | -10.82 | -219% |
| Returns for 3 years | 72.74 | -6.74 | -1,080% |
| Returns for 5 years | 40.14 | -46.98 | -85% |
| Returns for 10 years | 134.49 | -68.70 | -196% |
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