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FSMEX vs JFNIX
FSMEX vs JFNIX Comparison Chart in %
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FSMEX vs. JFNIX commentary
Jun 27, 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 StrongBuy and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMEX (4.48B) and JFNIX (4.35B) have equal amount of cash in the bank . JFNIX pays higher dividends than FSMEX: JFNIX (0.42) 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 : -5.19 vs. JFNIX (-13.27). JFNIX return over 5 years is better than : 7.79 vs. FSMEX (0.57).
| 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 | -3.940 | -2.837 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 4.35B | 103% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -5.19 | -13.27 | 39% |
| Returns for 3 years | 1.65 | 8.70 | 19% |
| Returns for 5 years | 0.57 | 7.79 | 7% |
| Returns for 10 years | 57.17 | 12.97 | 441% |
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