FSMDX
Price
$42.85
Change
+$0.20 (+0.47%)
Updated
Sep 2 closing price
Net Assets
53.11B
PESPX
Price
$31.00
Change
+$0.28 (+0.91%)
Updated
Sep 3 closing price
Net Assets
1.25B
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FSMDX vs PESPX

FSMDX vs PESPX Comparison Chart in %
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A.I.Advisor
published Highlights

Market Cap

The average market capitalization across the group is 27.18B. The market cap for tickers in the group ranges from 1.24B to 53.11B. FSMDX holds the highest valuation in this group at 53.11B. The lowest valued company is PESPX at 1.24B.

High and low price notable news

The average weekly price growth across all stocks in the group was -3%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 11%. FSMDX experienced the highest price growth at -2%, while PESPX experienced the biggest fall at -3%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
VS
FSMDX vs. PESPX commentary
Sep 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 Hold and PESPX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. PESPX (1.25B). PESPX pays higher dividends than FSMDX: PESPX (0.93) vs FSMDX (0.75). 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 : 17.45 vs. PESPX (4.46). FSMDX return over 5 years is better than : 39.42 vs. PESPX (-21.17).
FSMDXPESPXFSMDX / PESPX
Total Expense Ratio0.030.505%
Annual Report Gross Expense Ratio0.030.515%
Fund Existence15 years35 years-
Gain YTD15.48913.126118%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets53.1B1.25B4,245%
Annual Yield % from dividends0.750.9380%
Returns for 1 year17.454.46392%
Returns for 3 years55.105.94928%
Returns for 5 years39.42-21.17-186%
Returns for 10 years162.29-13.03-1,245%
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