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FSMDX vs JOPPX
FSMDX vs JOPPX Comparison
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FSMDX vs JOPPX Comparison Chart in %
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FSMDX 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 FSMDX is a Buy and JOPPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. JOPPX (165M). FSMDX pays higher dividends than JOPPX: FSMDX (0.76) vs JOPPX (0.50). FSMDX was incepted earlier than JOPPX: FSMDX (15 years) vs JOPPX (32 years). JOPPX (0.90) is less costly to investors than FSMDX (0.03). JOPPX is a more actively managed with annual turnover of: 29.15 vs. FSMDX (15.00). 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 : 18.74 vs. JOPPX (11.77). FSMDX return over 5 years is better than : 42.85 vs. JOPPX (8.57).
| FSMDX | JOPPX | FSMDX / JOPPX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.90 | 3% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 14.622 | 12.747 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 165M | 31,576% |
| Annual Yield % from dividends | 0.76 | 0.50 | 151% |
| Returns for 1 year | 18.74 | 11.77 | 159% |
| Returns for 3 years | 50.09 | 21.64 | 231% |
| Returns for 5 years | 42.85 | 8.57 | 500% |
| Returns for 10 years | 165.64 | 66.47 | 249% |
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