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FSMAX vs JGRTX
FSMAX vs JGRTX Comparison
Open Charts FSMAX vs JGRTX
FSMAX vs JGRTX Comparison Chart in %
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FSMAX vs. JGRTX commentary
Jun 13, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. JGRTX (22.3B). FSMAX pays higher dividends than JGRTX: FSMAX (0.50) 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 : 27.30 vs. JGRTX (2.55). FSMAX return over 5 years is better than : 33.05 vs. JGRTX (-16.66).
| 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 | 13.827 | 4.570 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 22.3B | 191% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 27.30 | 2.55 | 1,072% |
| Returns for 3 years | 66.31 | 11.53 | 575% |
| Returns for 5 years | 33.05 | -16.66 | -198% |
| Returns for 10 years | 145.85 | 56.31 | 259% |
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