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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 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. JOPPX (165M). 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 : 20.57 vs. JOPPX (11.77). FSMAX return over 5 years is better than : 33.18 vs. JOPPX (8.57).
| 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 | 12.747 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 165M | 24,303% |
| Annual Yield % from dividends | 0.50 | 0.50 | 100% |
| Returns for 1 year | 20.57 | 11.77 | 175% |
| Returns for 3 years | 55.83 | 21.64 | 258% |
| Returns for 5 years | 33.18 | 8.57 | 387% |
| Returns for 10 years | 133.82 | 66.47 | 201% |
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