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FSMAX vs JNVIX
FSMAX vs JNVIX Comparison
Open Charts FSMAX vs JNVIX
Fidelity Extended Market Index
Price$93.17
Change+$0.40 (+0.43%)
VolumeN/A
CapitalizationN/A
Jensen Quality Mid Cap I
Price$18.71
Change-$0.07 (-0.37%)
VolumeN/A
CapitalizationN/A
FSMAX vs JNVIX Comparison Chart
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FSMAX vs. JNVIX commentary
Jan 07, 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 Buy and JNVIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. JNVIX (200M). FSMAX pays higher dividends than JNVIX: FSMAX (1.10) vs JNVIX (0.58). FSMAX was incepted earlier than JNVIX: FSMAX (13 years) vs JNVIX (15 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. JNVIX (15.57). FSMAX has a lower initial minimum investment than JNVIX: FSMAX (0) vs JNVIX (250000). FSMAX annual gain was more profitable for investors over the last year : 23.81 vs. JNVIX (7.69). FSMAX return over 5 years is better than : 49.77 vs. JNVIX (45.81).
| FSMAX | JNVIX | FSMAX / JNVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 2.080 | 0.267 | 779% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 200M | 20,400% |
| Annual Yield % from dividends | 1.10 | 0.58 | 190% |
| Returns for 1 year | 23.81 | 7.69 | 310% |
| Returns for 3 years | 9.90 | 2.32 | 427% |
| Returns for 5 years | 49.77 | 45.81 | 109% |
| Returns for 10 years | 88.32 | 57.26 | 154% |
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