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FSMAX vs JMGZX
FSMAX vs JMGZX Comparison
Open Charts FSMAX vs JMGZX
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
JPMorgan Mid Cap Growth R2
Price$42.02
Change-$0.28 (-0.66%)
VolumeN/A
Net Assets11.31B
FSMAX vs JMGZX Comparison Chart
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FSMAX vs. JMGZX commentary
May 11, 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: 36B vs. JMGZX (11.3B). FSMAX pays higher dividends than JMGZX: FSMAX (0.54) 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 : 4.85 vs. JMGZX (-4.54). FSMAX return over 5 years is better than : 63.38 vs. JMGZX (15.79).
| 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 | -6.349 | -3.976 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 11.3B | 319% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 4.85 | -4.54 | -107% |
| Returns for 3 years | 34.86 | 24.95 | 140% |
| Returns for 5 years | 63.38 | 15.79 | 401% |
| Returns for 10 years | 62.32 | 42.88 | 145% |
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