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FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
Open Charts FSMDX vs JCMAX
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.72 (+1.12%)
VolumeN/A
Net Assets5.46B
FSMDX vs JCMAX Comparison Chart
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FSMDX vs. JCMAX commentary
Jan 31, 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 FSMDX is a StrongBuy and JCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. JCMAX (5.46B). FSMDX pays higher dividends than JCMAX: FSMDX (1.28) vs JCMAX (0.28). FSMDX was incepted earlier than JCMAX: FSMDX (13 years) vs JCMAX (15 years). JCMAX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than JCMAX: FSMDX (0) vs JCMAX (1000). FSMDX annual gain was more profitable for investors over the last year : 20.18 vs. JCMAX (15.16). FSMDX return over 5 years is better than : 60.07 vs. JCMAX (32.25).
| FSMDX | JCMAX | FSMDX / JCMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 3.879 | 5.022 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 5.46B | 678% |
| Annual Yield % from dividends | 1.28 | 0.28 | 452% |
| Returns for 1 year | 20.18 | 15.16 | 133% |
| Returns for 3 years | 23.42 | 16.28 | 144% |
| Returns for 5 years | 60.07 | 32.25 | 186% |
| Returns for 10 years | 122.46 | 49.91 | 245% |
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