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FSMEX vs JFNIX
FSMEX vs JFNIX Comparison Chart
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FSMEX vs. JFNIX commentary
Apr 11, 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 (4.71B) and FSMEX (4.63B) have equal amount of cash in the bank . JFNIX pays higher dividends than FSMEX: JFNIX (0.39) 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 (0.65). FSMEX is a more actively managed with annual turnover of: 42.00 vs. JFNIX (35.00). 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 : -15.02 vs. FSMEX (-18.69). JFNIX return over 5 years is better than : 13.79 vs. FSMEX (1.86).
| FSMEX | JFNIX | FSMEX / JFNIX | |
| Total Expense Ratio | 0.65 | 0.77 | 84% |
| Annual Report Gross Expense Ratio | 0.65 | 0.77 | 84% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | -11.851 | -9.086 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 4.71B | 98% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -18.69 | -15.02 | 124% |
| Returns for 3 years | -23.92 | -9.07 | 264% |
| Returns for 5 years | 1.86 | 13.79 | 13% |
| Returns for 10 years | 39.49 | 4.87 | 811% |
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