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FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
Open Charts FSMDX vs JCMAX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
JPMorgan Mid Cap Equity A
Price$64.61
Change+$0.41 (+0.64%)
VolumeN/A
Net Assets5.64B
FSMDX vs JCMAX Comparison Chart in %
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FSMDX vs. JCMAX commentary
Jul 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 FSMDX is a Buy and JCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. JCMAX (5.64B). FSMDX pays higher dividends than JCMAX: FSMDX (1.31) vs JCMAX (0.22). 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 : 16.46 vs. JCMAX (9.64). FSMDX return over 5 years is better than : 78.71 vs. JCMAX (37.16).
| 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 | 6.803 | 4.327 | 157% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.64B | 752% |
| Annual Yield % from dividends | 1.31 | 0.22 | 590% |
| Returns for 1 year | 16.46 | 9.64 | 171% |
| Returns for 3 years | 48.44 | 33.43 | 145% |
| Returns for 5 years | 78.71 | 37.16 | 212% |
| Returns for 10 years | 123.56 | 38.91 | 318% |
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