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FSMAX vs JOPPX
FSMAX vs JOPPX Comparison
Open Charts FSMAX vs JOPPX
FSMAX vs JOPPX Comparison Chart in %
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FSMAX vs. JOPPX commentary
Jun 25, 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 JOPPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. JOPPX (159M). JOPPX pays higher dividends than FSMAX: JOPPX (0.54) vs FSMAX (0.50). FSMAX was incepted earlier than JOPPX: FSMAX (15 years) vs JOPPX (32 years). JOPPX (0.90) is less costly to investors than FSMAX (0.04). JOPPX is a more actively managed with annual turnover of: 29.15 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than JOPPX: FSMAX (0) vs JOPPX (1000000). FSMAX annual gain was more profitable for investors over the last year : 26.30 vs. JOPPX (7.74). FSMAX return over 5 years is better than : 31.97 vs. JOPPX (4.65).
| FSMAX | JOPPX | FSMAX / JOPPX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.90 | 4% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 14.483 | 7.004 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 159M | 26,855% |
| Annual Yield % from dividends | 0.50 | 0.54 | 94% |
| Returns for 1 year | 26.30 | 7.74 | 340% |
| Returns for 3 years | 72.41 | 22.26 | 325% |
| Returns for 5 years | 31.97 | 4.65 | 687% |
| Returns for 10 years | 151.40 | 64.65 | 234% |
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