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FSMDX vs JOPPX
FSMDX vs JOPPX Comparison
Open Charts FSMDX vs JOPPX
FSMDX vs JOPPX Comparison Chart in %
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FSMDX vs. JOPPX commentary
Jul 01, 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 (178M). 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 : 13.49 vs. JOPPX (1.86). FSMDX return over 5 years is better than : 80.97 vs. JOPPX (51.56).
| 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 | 4.279 | -0.154 | -2,775% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 178M | 22,697% |
| Annual Yield % from dividends | 1.14 | 0.63 | 183% |
| Returns for 1 year | 13.49 | 1.86 | 726% |
| Returns for 3 years | 44.53 | 20.97 | 212% |
| Returns for 5 years | 80.97 | 51.56 | 157% |
| Returns for 10 years | 118.40 | 34.98 | 338% |
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