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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
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 JOPPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. JOPPX (163M). FSMAX (0.50) and JOPPX (0.50) have matching dividends . 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 : 23.68 vs. JOPPX (13.97). FSMAX return over 5 years is better than : 40.14 vs. JOPPX (12.02).
| 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 | 16.937 | 16.705 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 163M | 24,601% |
| Annual Yield % from dividends | 0.50 | 0.50 | 100% |
| Returns for 1 year | 23.68 | 13.97 | 170% |
| Returns for 3 years | 72.74 | 31.34 | 232% |
| Returns for 5 years | 40.14 | 12.02 | 334% |
| Returns for 10 years | 134.49 | 66.52 | 202% |
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