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FSMAX vs MSMJX
FSMAX vs MSMJX Comparison
Open Charts FSMAX vs MSMJX
Fidelity Extended Market Index
Price$92.83
Change+$0.48 (+0.52%)
VolumeN/A
Net Assets39.17B
Invesco Main Street Mid Cap R5
Price$30.33
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets2.5B
FSMAX vs MSMJX Comparison Chart in %
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FSMAX vs. MSMJX commentary
Jul 02, 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 MSMJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. MSMJX (2.5B). MSMJX pays higher dividends than FSMAX: MSMJX (0.51) vs FSMAX (0.47). FSMAX was incepted earlier than MSMJX: FSMAX (14 years) vs MSMJX (6 years). MSMJX (0.75) is less costly to investors than FSMAX (0.04). MSMJX is a more actively managed with annual turnover of: 40.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than MSMJX: FSMAX (0) vs MSMJX (1000000). FSMAX annual gain was more profitable for investors over the last year : 15.06 vs. MSMJX (7.16). FSMAX return over 5 years is better than : 60.90 vs. MSMJX (36.64).
| FSMAX | MSMJX | FSMAX / MSMJX | |
| Total Expense Ratio | 0.04 | 0.75 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.75 | 5% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.618 | 3.812 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 2.5B | 1,569% |
| Annual Yield % from dividends | 0.47 | 0.51 | 92% |
| Returns for 1 year | 15.06 | 7.16 | 210% |
| Returns for 3 years | 50.16 | 31.44 | 160% |
| Returns for 5 years | 60.90 | 36.64 | 166% |
| Returns for 10 years | 75.60 | N/A | - |
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