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FSMAX vs JMGFX
FSMAX vs JMGFX Comparison
Open Charts FSMAX vs JMGFX
Fidelity Extended Market Index
Price$94.95
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets39.63B
JPMorgan Mid Cap Growth R5
Price$55.88
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets12.75B
FSMAX vs JMGFX Comparison Chart in %
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FSMAX vs. JMGFX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. JMGFX (12.8B). FSMAX pays higher dividends than JMGFX: FSMAX (0.46) 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 : 20.34 vs. JMGFX (17.61). FSMAX return over 5 years is better than : 51.31 vs. JMGFX (17.16).
| 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 | 4.456 | 8.915 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 12.8B | 309% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 20.34 | 17.61 | 116% |
| Returns for 3 years | 38.69 | 30.62 | 126% |
| Returns for 5 years | 51.31 | 17.16 | 299% |
| Returns for 10 years | 84.02 | 76.70 | 110% |
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