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FSMEX vs JFNIX
FSMEX vs JFNIX Comparison Chart in %
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FSMEX vs. JFNIX commentary
Aug 08, 2025
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 FSMEX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX (4.4B) and FSMEX (4.24B) have equal amount of cash in the bank . JFNIX pays higher dividends than FSMEX: JFNIX (0.41) vs FSMEX (0.00). FSMEX was incepted earlier than JFNIX: FSMEX (27 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FSMEX (0.63). JFNIX is a more actively managed with annual turnover of: 35.00 vs. FSMEX (31.00). FSMEX has a lower initial minimum investment than JFNIX: FSMEX (0) vs JFNIX (2500). FSMEX annual gain was more profitable for investors over the last year : -6.79 vs. JFNIX (-13.52). JFNIX return over 5 years is better than : 2.08 vs. FSMEX (-15.18).
| FSMEX | JFNIX | FSMEX / JFNIX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | -6.255 | -2.396 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 4.4B | 96% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -6.79 | -13.52 | 50% |
| Returns for 3 years | -8.66 | 4.57 | -190% |
| Returns for 5 years | -15.18 | 2.08 | -730% |
| Returns for 10 years | 51.74 | 9.43 | 549% |
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