Interact to see
Advertisement
Advertisement
FSMAX vs JGRTX
FSMAX vs JGRTX Comparison
Open Charts FSMAX vs JGRTX
FSMAX vs JGRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. JGRTX commentary
Jul 14, 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 StrongBuy and JGRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. JGRTX (22.4B). FSMAX pays higher dividends than JGRTX: FSMAX (0.48) vs JGRTX (0.00). FSMAX was incepted earlier than JGRTX: FSMAX (15 years) vs JGRTX (17 years). JGRTX (1.16) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. JGRTX (17.00). FSMAX has a lower initial minimum investment than JGRTX: FSMAX (0) vs JGRTX (2500). FSMAX annual gain was more profitable for investors over the last year : 24.38 vs. JGRTX (3.60). FSMAX return over 5 years is better than : 39.12 vs. JGRTX (-13.66).
| FSMAX | JGRTX | FSMAX / JGRTX | |
| Total Expense Ratio | 0.04 | 1.16 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.16 | 3% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 15.913 | 8.180 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 22.4B | 194% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 24.38 | 3.60 | 678% |
| Returns for 3 years | 63.28 | 10.81 | 585% |
| Returns for 5 years | 39.12 | -13.66 | -286% |
| Returns for 10 years | 139.20 | 55.92 | 249% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement