Interact to see
Advertisement
Advertisement
FSMDX vs JOPPX
FSMDX vs JOPPX Comparison
Open Charts FSMDX vs JOPPX
FSMDX vs JOPPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JOPPX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. JOPPX (155M). FSMDX pays higher dividends than JOPPX: FSMDX (0.75) vs JOPPX (0.49). 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 : 13.26 vs. JOPPX (6.52). FSMDX return over 5 years is better than : 40.31 vs. JOPPX (7.28).
| 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 | 13.837 | 11.835 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 155M | 34,258% |
| Annual Yield % from dividends | 0.75 | 0.49 | 152% |
| Returns for 1 year | 13.26 | 6.52 | 203% |
| Returns for 3 years | 56.18 | 25.43 | 221% |
| Returns for 5 years | 40.31 | 7.28 | 554% |
| Returns for 10 years | 167.00 | 63.75 | 262% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement