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FSMAX vs JMGFX
FSMAX vs JMGFX Comparison
Open Charts FSMAX vs JMGFX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
JPMorgan Mid Cap Growth R5
Price$57.08
Change-$0.45 (-0.78%)
VolumeN/A
Net Assets13.05B
FSMAX vs JMGFX Comparison Chart in %
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FSMAX vs. JMGFX commentary
Oct 08, 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 JMGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. JMGFX (13.1B). FSMAX pays higher dividends than JMGFX: FSMAX (0.44) vs JMGFX (0.00). FSMAX was incepted earlier than JMGFX: FSMAX (14 years) vs JMGFX (14 years). JMGFX (0.79) is less costly to investors than FSMAX (0.04). JMGFX is a more actively managed with annual turnover of: 55.00 vs. FSMAX (9.00). FSMAX (0) and JMGFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 19.58 vs. JMGFX (11.15). FSMAX return over 5 years is better than : 53.17 vs. JMGFX (13.50).
| FSMAX | JMGFX | FSMAX / JMGFX | |
| Total Expense Ratio | 0.04 | 0.74 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.79 | 4% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 13.072 | 12.473 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 13.1B | 316% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 19.58 | 11.15 | 176% |
| Returns for 3 years | 70.02 | 52.48 | 133% |
| Returns for 5 years | 53.17 | 13.50 | 394% |
| Returns for 10 years | 107.23 | 97.02 | 111% |
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