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FSMAX vs JMGQX
FSMAX vs JMGQX Comparison
Open Charts FSMAX vs JMGQX
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
JPMorgan Mid Cap Growth R4
Price$50.97
Change-$0.18 (-0.35%)
VolumeN/A
Net Assets12.13B
FSMAX vs JMGQX Comparison Chart
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FSMAX vs. JMGQX commentary
Jun 06, 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: 37.6B vs. JMGQX (12.1B). FSMAX pays higher dividends than JMGQX: FSMAX (0.50) 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 : 11.51 vs. JMGQX (5.14). FSMAX return over 5 years is better than : 51.40 vs. JMGQX (18.83).
| 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 | -1.540 | 3.271 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 12.1B | 311% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.51 | 5.14 | 224% |
| Returns for 3 years | 32.40 | 28.32 | 114% |
| Returns for 5 years | 51.40 | 18.83 | 273% |
| Returns for 10 years | 69.19 | N/A | - |
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