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FSMAX vs JMGFX
FSMAX vs JMGFX Comparison
Open Charts FSMAX vs JMGFX
Fidelity Extended Market Index
Price$99.12
Change+$0.54 (+0.55%)
VolumeN/A
Net Assets39.63B
JPMorgan Mid Cap Growth R5
Price$56.07
Change+$0.25 (+0.45%)
VolumeN/A
Net Assets12.7B
FSMAX vs JMGFX Comparison Chart in %
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FSMAX vs. JMGFX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. JMGFX (12.7B). 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 : 16.07 vs. JMGFX (9.80). FSMAX return over 5 years is better than : 51.94 vs. JMGFX (13.94).
| 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 | 8.473 | 9.130 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 12.7B | 312% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.07 | 9.80 | 164% |
| Returns for 3 years | 46.49 | 35.06 | 133% |
| Returns for 5 years | 51.94 | 13.94 | 373% |
| Returns for 10 years | 98.25 | 85.45 | 115% |
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