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FSMAX vs JMGQX
FSMAX vs JMGQX Comparison
Open Charts FSMAX vs JMGQX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
JPMorgan Mid Cap Growth R4
Price$47.96
Change+$0.71 (+1.50%)
VolumeN/A
Net Assets11.21B
FSMAX vs JMGQX Comparison Chart
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FSMAX vs. JMGQX commentary
May 09, 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 StrongBuy and JMGQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. JMGQX (11.2B). FSMAX pays higher dividends than JMGQX: FSMAX (0.54) vs JMGQX (0.00). FSMAX was incepted earlier than JMGQX: FSMAX (14 years) vs JMGQX (9 years). JMGQX (0.95) is less costly to investors than FSMAX (0.04). JMGQX is a more actively managed with annual turnover of: 55.00 vs. FSMAX (9.00). FSMAX (0) and JMGQX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. JMGQX (-3.31). FSMAX return over 5 years is better than : 60.52 vs. JMGQX (20.95).
| FSMAX | JMGQX | FSMAX / JMGQX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.95 | 4% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -7.989 | -4.603 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 11.2B | 321% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | -3.31 | -118% |
| Returns for 3 years | 32.38 | 28.08 | 115% |
| Returns for 5 years | 60.52 | 20.95 | 289% |
| Returns for 10 years | 59.20 | N/A | - |
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