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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
Aug 30, 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: 52.1B vs. JPPEX (6.15B). FSMDX pays higher dividends than JPPEX: FSMDX (0.76) vs JPPEX (0.65). 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 : 18.22 vs. JPPEX (5.61). FSMDX return over 5 years is better than : 42.30 vs. JPPEX (10.96).
| 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 | 17.330 | 11.578 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 6.15B | 848% |
| Annual Yield % from dividends | 0.76 | 0.65 | 116% |
| Returns for 1 year | 18.22 | 5.61 | 325% |
| Returns for 3 years | 59.03 | 33.03 | 179% |
| Returns for 5 years | 42.30 | 10.96 | 386% |
| Returns for 10 years | 167.51 | 65.56 | 256% |
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