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FSMAX vs JMGZX
FSMAX vs JMGZX Comparison
Open Charts FSMAX vs JMGZX
Fidelity Extended Market Index
Price$72.26
Change-$1.81 (-2.44%)
VolumeN/A
Net Assets36.55B
JPMorgan Mid Cap Growth R2
Price$35.24
Change-$0.64 (-1.78%)
VolumeN/A
Net Assets9.63B
FSMAX vs JMGZX Comparison Chart
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FSMAX vs. JMGZX 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 JMGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. JMGZX (9.63B). FSMAX pays higher dividends than JMGZX: FSMAX (0.53) 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 : -9.43 vs. JMGZX (-20.67). FSMAX return over 5 years is better than : 55.83 vs. JMGZX (9.86).
| 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 | -18.497 | -18.007 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 9.63B | 379% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -9.43 | -20.67 | 46% |
| Returns for 3 years | 0.58 | -11.82 | -5% |
| Returns for 5 years | 55.83 | 9.86 | 566% |
| Returns for 10 years | 38.63 | 22.08 | 175% |
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