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FSMAX vs JMGFX
FSMAX vs JMGFX Comparison
Open Charts FSMAX vs JMGFX
FSMAX vs JMGFX Comparison Chart in %
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FSMAX vs. JMGFX commentary
Jul 04, 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 JMGFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. JMGFX (12.8B). FSMAX pays higher dividends than JMGFX: FSMAX (0.48) vs JMGFX (0.00). FSMAX was incepted earlier than JMGFX: FSMAX (15 years) vs JMGFX (15 years). JMGFX (0.80) is less costly to investors than FSMAX (0.04). JMGFX is a more actively managed with annual turnover of: 67.00 vs. FSMAX (23.00). FSMAX (0) and JMGFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 25.67 vs. JMGFX (0.66). FSMAX return over 5 years is better than : 35.59 vs. JMGFX (-3.78).
| FSMAX | JMGFX | FSMAX / JMGFX | |
| Total Expense Ratio | 0.04 | 0.74 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.80 | 4% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 16.937 | 7.754 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 12.8B | 340% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 25.67 | 0.66 | 3,898% |
| Returns for 3 years | 68.76 | 23.94 | 287% |
| Returns for 5 years | 35.59 | -3.78 | -942% |
| Returns for 10 years | 149.51 | 106.01 | 141% |
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