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FSMAX vs JMGFX
FSMAX vs JMGFX Comparison
Open Charts FSMAX vs JMGFX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
JPMorgan Mid Cap Growth R5
Price$44.73
Change-$2.99 (-6.27%)
VolumeN/A
Net Assets10.93B
FSMAX vs JMGFX Comparison Chart
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FSMAX vs. JMGFX commentary
Apr 04, 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: 36.5B vs. JMGFX (10.9B). FSMAX pays higher dividends than JMGFX: FSMAX (0.53) vs JMGFX (0.00). FSMAX was incepted earlier than JMGFX: FSMAX (14 years) vs JMGFX (13 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 : 3.80 vs. JMGFX (-8.07). FSMAX return over 5 years is better than : 106.28 vs. JMGFX (52.13).
| 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 | 13 years | - |
| Gain YTD | -6.855 | -6.706 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 10.9B | 335% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.80 | -8.07 | -47% |
| Returns for 3 years | 8.54 | -0.46 | -1,861% |
| Returns for 5 years | 106.28 | 52.13 | 204% |
| Returns for 10 years | 57.10 | 58.44 | 98% |
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