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FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
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FSMDX vs JCMAX Comparison Chart in %
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FSMDX vs. JCMAX 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 FSMDX is a Hold and JCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. JCMAX (6.25B). FSMDX pays higher dividends than JCMAX: FSMDX (0.76) vs JCMAX (0.26). FSMDX was incepted earlier than JCMAX: FSMDX (15 years) vs JCMAX (17 years). JCMAX (1.22) is less costly to investors than FSMDX (0.03). JCMAX is a more actively managed with annual turnover of: 61.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than JCMAX: FSMDX (0) vs JCMAX (1000). FSMDX annual gain was more profitable for investors over the last year : 21.53 vs. JCMAX (8.46). FSMDX return over 5 years is better than : 47.15 vs. JCMAX (13.01).
| FSMDX | JCMAX | FSMDX / JCMAX | |
| Total Expense Ratio | 0.03 | 1.09 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.22 | 2% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 17.736 | 12.611 | 141% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 6.25B | 834% |
| Annual Yield % from dividends | 0.76 | 0.26 | 290% |
| Returns for 1 year | 21.53 | 8.46 | 254% |
| Returns for 3 years | 63.59 | 35.38 | 180% |
| Returns for 5 years | 47.15 | 13.01 | 362% |
| Returns for 10 years | 166.80 | 57.81 | 289% |
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