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FSMAX vs JMGFX
FSMAX vs JMGFX Comparison
Open Charts FSMAX vs JMGFX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Growth R5
Price$51.68
Change-$0.21 (-0.40%)
VolumeN/A
CapitalizationN/A
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FSMAX vs JMGFX Comparison Chart
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FSMAX vs. JMGFX commentary
Sep 21, 2024
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 StrongBuy and JMGFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. JMGFX (11.1B). FSMAX pays higher dividends than JMGFX: FSMAX (1.10) vs JMGFX (0.00). FSMAX was incepted earlier than JMGFX: FSMAX (13 years) vs JMGFX (13 years). JMGFX is a more actively managed with annual turnover of: 45.00 vs. FSMAX (18.00). FSMAX (0) and JMGFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 28.78 vs. JMGFX (23.52). FSMAX return over 5 years is better than : 45.86 vs. JMGFX (34.06).
| FSMAX | JMGFX | FSMAX / JMGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 11.184 | 8.298 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 11.1B | 377% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 28.78 | 23.52 | 122% |
| Returns for 3 years | 1.47 | -10.11 | -15% |
| Returns for 5 years | 45.86 | 34.06 | 135% |
| Returns for 10 years | 76.52 | 72.21 | 106% |
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