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FSMAX vs JMGQX
FSMAX vs JMGQX Comparison
Open Charts FSMAX vs JMGQX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Growth R4
Price$50.17
Change-$0.20 (-0.40%)
VolumeN/A
CapitalizationN/A
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FSMAX vs JMGQX Comparison Chart
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FSMAX vs. JMGQX 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 JMGQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. JMGQX (11.1B). FSMAX pays higher dividends than JMGQX: FSMAX (1.10) vs JMGQX (0.00). FSMAX was incepted earlier than JMGQX: FSMAX (13 years) vs JMGQX (8 years). JMGQX is a more actively managed with annual turnover of: 45.00 vs. FSMAX (18.00). FSMAX (0) and JMGQX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.73 vs. JMGQX (17.92). FSMAX return over 5 years is better than : 44.02 vs. JMGQX (30.14).
| FSMAX | JMGQX | FSMAX / JMGQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 9.775 | 6.533 | 150% |
| 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 | 23.73 | 17.92 | 132% |
| Returns for 3 years | -1.61 | -13.87 | 12% |
| Returns for 5 years | 44.02 | 30.14 | 146% |
| Returns for 10 years | 70.23 | N/A | - |
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