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FSMEX vs JFNIX
FSMEX vs JFNIX Comparison Chart in %
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FSMEX vs. JFNIX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B 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 : -5.65 vs. FSMEX (-10.79). JFNIX return over 5 years is better than : 11.17 vs. FSMEX (-17.33).
| 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 | -3.570 | 11.511 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 4.57B | 89% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -10.79 | -5.65 | 191% |
| Returns for 3 years | 3.50 | 24.08 | 15% |
| Returns for 5 years | -17.33 | 11.17 | -155% |
| Returns for 10 years | 67.28 | 45.88 | 147% |
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