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FSMDX vs PESPX
FSMDX vs PESPX Comparison
Open Charts FSMDX vs PESPX
FSMDX vs PESPX Comparison Chart in %
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FSMDX vs. PESPX commentary
Aug 14, 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 PESPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. PESPX (1.35B). PESPX pays higher dividends than FSMDX: PESPX (0.93) vs FSMDX (0.76). FSMDX was incepted earlier than PESPX: FSMDX (15 years) vs PESPX (35 years). PESPX (0.51) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. PESPX (13.97). FSMDX has a lower initial minimum investment than PESPX: FSMDX (0) vs PESPX (2500). FSMDX annual gain was more profitable for investors over the last year : 21.19 vs. PESPX (9.76). FSMDX return over 5 years is better than : 46.41 vs. PESPX (-16.52).
| FSMDX | PESPX | FSMDX / PESPX | |
| Total Expense Ratio | 0.03 | 0.50 | 5% |
| Annual Report Gross Expense Ratio | 0.03 | 0.51 | 5% |
| Fund Existence | 15 years | 35 years | - |
| Gain YTD | 19.009 | 18.502 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.35B | 3,865% |
| Annual Yield % from dividends | 0.76 | 0.93 | 81% |
| Returns for 1 year | 21.19 | 9.76 | 217% |
| Returns for 3 years | 60.00 | 11.28 | 532% |
| Returns for 5 years | 46.41 | -16.52 | -281% |
| Returns for 10 years | 170.29 | -8.27 | -2,058% |
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