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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
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FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Jul 01, 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 JPPEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. JPPEX (6.21B). FSMDX pays higher dividends than JPPEX: FSMDX (0.99) vs JPPEX (0.68). FSMDX was incepted earlier than JPPEX: FSMDX (15 years) vs JPPEX (12 years). JPPEX (0.72) is less costly to investors than FSMDX (0.03). JPPEX is a more actively managed with annual turnover of: 61.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than JPPEX: FSMDX (0) vs JPPEX (15000000). FSMDX annual gain was more profitable for investors over the last year : 21.50 vs. JPPEX (8.56). FSMDX return over 5 years is better than : 43.84 vs. JPPEX (13.09).
| FSMDX | JPPEX | FSMDX / JPPEX | |
| Total Expense Ratio | 0.03 | 0.60 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.72 | 3% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 15.164 | 10.807 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 6.21B | 829% |
| Annual Yield % from dividends | 0.99 | 0.68 | 146% |
| Returns for 1 year | 21.50 | 8.56 | 251% |
| Returns for 3 years | 56.20 | 31.53 | 178% |
| Returns for 5 years | 43.84 | 13.09 | 335% |
| Returns for 10 years | 174.05 | 71.42 | 244% |
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