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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. PESPX (1.32B). FSMDX (0.99) and PESPX (0.94) have matching dividends . 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 : 22.46 vs. PESPX (13.10). FSMDX return over 5 years is better than : 42.72 vs. PESPX (-19.88).
| 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 | 11.996 | 12.903 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.32B | 3,902% |
| Annual Yield % from dividends | 0.99 | 0.94 | 104% |
| Returns for 1 year | 22.46 | 13.10 | 171% |
| Returns for 3 years | 59.36 | 12.99 | 457% |
| Returns for 5 years | 42.72 | -19.88 | -215% |
| Returns for 10 years | 166.70 | -8.41 | -1,981% |
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