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FSMDX vs JOPPX
FSMDX vs JOPPX Comparison
Open Charts FSMDX vs JOPPX
FSMDX vs JOPPX Comparison Chart
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FSMDX vs. JOPPX commentary
Jun 07, 2025
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 Buy and JOPPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. JOPPX (173M). FSMDX pays higher dividends than JOPPX: FSMDX (1.14) vs JOPPX (0.63). FSMDX was incepted earlier than JOPPX: FSMDX (14 years) vs JOPPX (31 years). JOPPX (0.90) is less costly to investors than FSMDX (0.03). JOPPX is a more actively managed with annual turnover of: 20.74 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than JOPPX: FSMDX (0) vs JOPPX (1000000). FSMDX annual gain was more profitable for investors over the last year : 10.44 vs. JOPPX (-1.54). FSMDX return over 5 years is better than : 62.65 vs. JOPPX (32.79).
| FSMDX | JOPPX | FSMDX / JOPPX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.90 | 3% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 1.599 | -2.487 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 173M | 23,353% |
| Annual Yield % from dividends | 1.14 | 0.63 | 183% |
| Returns for 1 year | 10.44 | -1.54 | -677% |
| Returns for 3 years | 26.25 | 9.55 | 275% |
| Returns for 5 years | 62.65 | 32.79 | 191% |
| Returns for 10 years | 110.76 | 32.67 | 339% |
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