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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
Jul 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. JCMAX (6.15B). 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 : 19.67 vs. JCMAX (6.62). FSMDX return over 5 years is better than : 45.89 vs. JCMAX (11.58).
| 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 | 14.947 | 10.183 | 147% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 6.15B | 865% |
| Annual Yield % from dividends | 0.76 | 0.26 | 291% |
| Returns for 1 year | 19.67 | 6.62 | 297% |
| Returns for 3 years | 52.50 | 26.72 | 197% |
| Returns for 5 years | 45.89 | 11.58 | 396% |
| Returns for 10 years | 165.79 | 57.74 | 287% |