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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
Sep 12, 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 Buy and JOPPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. JOPPX (155M). FSMAX (0.49) and JOPPX (0.49) 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 : 13.05 vs. JOPPX (6.52). FSMAX return over 5 years is better than : 32.77 vs. JOPPX (7.28).
| 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 | 13.370 | 11.835 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 155M | 25,871% |
| Annual Yield % from dividends | 0.49 | 0.49 | 100% |
| Returns for 1 year | 13.05 | 6.52 | 200% |
| Returns for 3 years | 63.92 | 25.43 | 251% |
| Returns for 5 years | 32.77 | 7.28 | 450% |
| Returns for 10 years | 133.42 | 63.75 | 209% |
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