Interact to see
Advertisement
Advertisement
FSMAX vs JMGZX
FSMAX vs JMGZX Comparison
Open Charts FSMAX vs JMGZX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
JPMorgan Mid Cap Growth R2
Price$44.58
Change-$0.57 (-1.26%)
VolumeN/A
Net Assets12.14B
FSMAX vs JMGZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. JMGZX commentary
Jun 14, 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: 37.6B vs. JMGZX (12.1B). FSMAX pays higher dividends than JMGZX: FSMAX (0.50) 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 : 13.41 vs. JMGZX (2.92). FSMAX return over 5 years is better than : 63.25 vs. JMGZX (18.72).
| 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 | -0.385 | 3.176 | -12% |
| 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 | 13.41 | 2.92 | 460% |
| Returns for 3 years | 50.12 | 39.14 | 128% |
| Returns for 5 years | 63.25 | 18.72 | 338% |
| Returns for 10 years | 69.53 | 49.55 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers