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FSMRX vs JDMAX
FSMRX vs JDMAX Comparison
Open Charts FSMRX vs JDMAX
FSMRX vs JDMAX Comparison Chart in %
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FSMRX vs. JDMAX commentary
Aug 03, 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 FSMRX is a Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. FSMRX (3.48B). FSMRX (0.00) and JDMAX (0.00) have matching dividends . FSMRX was incepted earlier than JDMAX: FSMRX (34 years) vs JDMAX (17 years). JDMAX (1.14) and FSMRX (1.10) have similar cost to investors . FSMRX is a more actively managed with annual turnover of: 33.86 vs. JDMAX (17.00). FSMRX has a lower initial minimum investment than JDMAX: FSMRX (1000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 2.57 vs. FSMRX (-7.94). JDMAX return over 5 years is better than : -15.98 vs. FSMRX (-29.85).
| FSMRX | JDMAX | FSMRX / JDMAX | |
| Total Expense Ratio | 1.09 | 1.14 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.14 | 96% |
| Fund Existence | 34 years | 17 years | - |
| Gain YTD | 4.560 | 7.617 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 22.4B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.94 | 2.57 | -309% |
| Returns for 3 years | 15.89 | 8.81 | 180% |
| Returns for 5 years | -29.85 | -15.98 | 187% |
| Returns for 10 years | 1.40 | 56.86 | 2% |
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