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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
Jun 25, 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 JOPPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. JOPPX (159M). FSMDX pays higher dividends than JOPPX: FSMDX (0.99) vs JOPPX (0.54). 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 : 19.82 vs. JOPPX (7.74). FSMDX return over 5 years is better than : 40.93 vs. JOPPX (4.65).
| 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 | 12.727 | 7.004 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 159M | 32,390% |
| Annual Yield % from dividends | 0.99 | 0.54 | 183% |
| Returns for 1 year | 19.82 | 7.74 | 256% |
| Returns for 3 years | 58.88 | 22.26 | 264% |
| Returns for 5 years | 40.93 | 4.65 | 880% |
| Returns for 10 years | 176.47 | 64.65 | 273% |
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