Interact to see
Advertisement
Advertisement
FSMAX vs JMCEX
FSMAX vs JMCEX Comparison
Open Charts FSMAX vs JMCEX
Fidelity Extended Market Index
Price$96.79
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets41.46B
JPMorgan Mid Cap Equity R2
Price$62.15
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets5.65B
FSMAX vs JMCEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. JMCEX commentary
Nov 20, 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 FSMAX is a Hold and JMCEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. JMCEX (5.65B). FSMAX pays higher dividends than JMCEX: FSMAX (0.43) vs JMCEX (0.13). FSMAX was incepted earlier than JMCEX: FSMAX (14 years) vs JMCEX (12 years). JMCEX (1.61) is less costly to investors than FSMAX (0.04). JMCEX is a more actively managed with annual turnover of: 61.00 vs. FSMAX (15.00). FSMAX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.62 vs. JMCEX (-4.57). FSMAX return over 5 years is better than : 33.53 vs. JMCEX (11.07).
| FSMAX | JMCEX | FSMAX / JMCEX | |
| Total Expense Ratio | 0.04 | 1.35 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.61 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 6.492 | 2.642 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 5.65B | 735% |
| Annual Yield % from dividends | 0.43 | 0.13 | 335% |
| Returns for 1 year | 3.62 | -4.57 | -79% |
| Returns for 3 years | 49.92 | 23.59 | 212% |
| Returns for 5 years | 33.53 | 11.07 | 303% |
| Returns for 10 years | 94.09 | 39.35 | 239% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JVSIX | 15.66 | 0.02 | +0.13% |
| Janus Henderson Small-Mid Cap Value I | |||
| GGOTX | 15.64 | N/A | N/A |
| Goldman Sachs Mid Cap Growth Inv | |||
| JVMCX | 27.04 | N/A | N/A |
| JHancock Disciplined Value Mid Cap C | |||
| MNOSX | 36.12 | N/A | N/A |
| Manning & Napier Overseas Series S | |||
| GAOTX | 21.96 | -0.03 | -0.14% |
| JPMorgan Global Allocation R3 | |||