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FSMAX vs JMGMX
FSMAX vs JMGMX Comparison
Open Charts FSMAX vs JMGMX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
JPMorgan Mid Cap Growth R6
Price$46.08
Change+$4.35 (+10.42%)
VolumeN/A
Net Assets9.44B
FSMAX vs JMGMX Comparison Chart
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FSMAX vs. JMGMX commentary
Apr 10, 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 JMGMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. JMGMX (9.44B). FSMAX pays higher dividends than JMGMX: FSMAX (0.53) vs JMGMX (0.00). FSMAX was incepted earlier than JMGMX: FSMAX (14 years) vs JMGMX (13 years). JMGMX (0.69) is less costly to investors than FSMAX (0.04). JMGMX is a more actively managed with annual turnover of: 55.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than JMGMX: FSMAX (0) vs JMGMX (15000000). FSMAX annual gain was more profitable for investors over the last year : -9.43 vs. JMGMX (-19.17). FSMAX return over 5 years is better than : 55.83 vs. JMGMX (18.16).
| FSMAX | JMGMX | FSMAX / JMGMX | |
| Total Expense Ratio | 0.04 | 0.65 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.69 | 5% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -18.497 | -17.846 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 9.44B | 387% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -9.43 | -19.17 | 49% |
| Returns for 3 years | 0.58 | -8.70 | -7% |
| Returns for 5 years | 55.83 | 18.16 | 308% |
| Returns for 10 years | 38.63 | 38.64 | 100% |
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