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FSMAX vs JMGZX
FSMAX vs JMGZX Comparison
Open Charts FSMAX vs JMGZX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
JPMorgan Mid Cap Growth R2
Price$47.24
Change+$0.62 (+1.33%)
VolumeN/A
Net Assets12.71B
FSMAX vs JMGZX Comparison Chart in %
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FSMAX vs. JMGZX commentary
Jul 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 JMGZX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. JMGZX (12.7B). FSMAX pays higher dividends than JMGZX: FSMAX (0.47) vs JMGZX (0.00). FSMAX was incepted earlier than JMGZX: FSMAX (14 years) vs JMGZX (16 years). JMGZX (1.50) is less costly to investors than FSMAX (0.04). JMGZX is a more actively managed with annual turnover of: 55.00 vs. FSMAX (9.00). FSMAX (0) and JMGZX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. JMGZX (7.07). FSMAX return over 5 years is better than : 64.88 vs. JMGZX (17.13).
| FSMAX | JMGZX | FSMAX / JMGZX | |
| Total Expense Ratio | 0.04 | 1.40 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.50 | 2% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 4.632 | 7.952 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 12.7B | 309% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 7.07 | 263% |
| Returns for 3 years | 54.62 | 41.48 | 132% |
| Returns for 5 years | 64.88 | 17.13 | 379% |
| Returns for 10 years | 81.19 | 57.26 | 142% |
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