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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$102.76
Change+$0.39 (+0.38%)
VolumeN/A
Net Assets41.44B
JPMorgan Mid Cap Equity R6
Price$67.93
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets5.79B
FSMAX vs JPPEX Comparison Chart in %
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FSMAX vs. JPPEX commentary
Oct 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 JPPEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. JPPEX (5.79B). JPPEX pays higher dividends than FSMAX: JPPEX (0.62) vs FSMAX (0.44). FSMAX was incepted earlier than JPPEX: FSMAX (14 years) vs JPPEX (12 years). JPPEX (0.70) is less costly to investors than FSMAX (0.04). JPPEX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than JPPEX: FSMAX (0) vs JPPEX (15000000). FSMAX annual gain was more profitable for investors over the last year : 18.11 vs. JPPEX (4.42). FSMAX return over 5 years is better than : 53.96 vs. JPPEX (28.86).
| FSMAX | JPPEX | FSMAX / JPPEX | |
| Total Expense Ratio | 0.04 | 0.60 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.70 | 5% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 12.643 | 6.887 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 5.79B | 715% |
| Annual Yield % from dividends | 0.44 | 0.62 | 70% |
| Returns for 1 year | 18.11 | 4.42 | 410% |
| Returns for 3 years | 69.37 | 41.12 | 169% |
| Returns for 5 years | 53.96 | 28.86 | 187% |
| Returns for 10 years | 106.44 | 57.90 | 184% |
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