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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 24, 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 PESPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. PESPX (1.34B). 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 : 22.60 vs. PESPX (13.96). FSMDX return over 5 years is better than : 43.56 vs. PESPX (-17.21).
| 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 | 14.027 | 15.054 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.34B | 3,846% |
| Annual Yield % from dividends | 0.99 | 0.94 | 104% |
| Returns for 1 year | 22.60 | 13.96 | 162% |
| Returns for 3 years | 60.71 | 14.64 | 415% |
| Returns for 5 years | 43.56 | -17.21 | -253% |
| Returns for 10 years | 179.66 | -3.96 | -4,531% |
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