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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
Jul 21, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. PESPX (1.31B). PESPX pays higher dividends than FSMDX: PESPX (0.91) 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 : 18.07 vs. PESPX (8.28). FSMDX return over 5 years is better than : 43.90 vs. PESPX (-17.43).
| 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 | 14.297 | 14.683 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 1.31B | 4,052% |
| Annual Yield % from dividends | 0.76 | 0.91 | 83% |
| Returns for 1 year | 18.07 | 8.28 | 218% |
| Returns for 3 years | 50.07 | 6.14 | 816% |
| Returns for 5 years | 43.90 | -17.43 | -252% |
| Returns for 10 years | 162.21 | -10.20 | -1,591% |
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