Interact to see
Advertisement
Advertisement
FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
Open Charts FSMDX vs JCMAX
JPMorgan Mid Cap Equity A
Price$61.37
Change-$0.81 (-1.30%)
VolumeN/A
Net Assets5.33B
FSMDX vs JCMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JCMAX commentary
Jun 15, 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 Buy and JCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. JCMAX (5.34B). FSMDX pays higher dividends than JCMAX: FSMDX (1.14) vs JCMAX (0.23). FSMDX was incepted earlier than JCMAX: FSMDX (14 years) vs JCMAX (16 years). JCMAX (1.20) is less costly to investors than FSMDX (0.03). JCMAX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (8.00). 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 : 10.03 vs. JCMAX (3.65). FSMDX return over 5 years is better than : 73.33 vs. JCMAX (33.96).
| FSMDX | JCMAX | FSMDX / JCMAX | |
| Total Expense Ratio | 0.03 | 1.09 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.20 | 2% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 1.421 | -0.904 | -157% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 5.34B | 757% |
| Annual Yield % from dividends | 1.14 | 0.23 | 500% |
| Returns for 1 year | 10.03 | 3.65 | 275% |
| Returns for 3 years | 42.08 | 28.61 | 147% |
| Returns for 5 years | 73.33 | 33.96 | 216% |
| Returns for 10 years | 108.65 | 30.84 | 352% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers