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FSMEX vs JFNIX
FSMEX vs JFNIX Comparison Chart in %
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FSMEX vs. JFNIX commentary
Oct 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. FSMEX (4.05B). JFNIX pays higher dividends than FSMEX: JFNIX (0.38) 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). JFNIX annual gain was more profitable for investors over the last year : -5.74 vs. FSMEX (-8.89). JFNIX return over 5 years is better than : 9.06 vs. FSMEX (-15.34).
| 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 | -2.878 | 8.939 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 4.49B | 90% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -8.89 | -5.74 | 155% |
| Returns for 3 years | 5.17 | 24.07 | 21% |
| Returns for 5 years | -15.34 | 9.06 | -169% |
| Returns for 10 years | 71.20 | 40.79 | 175% |
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