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FSMEX vs JFNIX
FSMEX vs JFNIX Comparison Chart in %
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FSMEX vs. JFNIX commentary
Dec 14, 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 has more cash in the bank: 5.39B vs. FSMEX (4.34B). JFNIX pays higher dividends than FSMEX: JFNIX (0.32) vs FSMEX (0.00). FSMEX was incepted earlier than JFNIX: FSMEX (28 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FSMEX (0.63). FSMEX (31.00) and JFNIX (30.00) have comparable annual turnover. 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 : 13.11 vs. FSMEX (-9.12). JFNIX return over 5 years is better than : 11.26 vs. FSMEX (-16.17).
| FSMEX | JFNIX | FSMEX / JFNIX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 0.981 | 18.578 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.34B | 5.39B | 81% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -9.12 | 13.11 | -70% |
| Returns for 3 years | 0.06 | 19.25 | 0% |
| Returns for 5 years | -16.17 | 11.26 | -144% |
| Returns for 10 years | 70.70 | 53.33 | 133% |
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