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FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
Open Charts FSMDX vs JCMAX
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
JPMorgan Mid Cap Equity A
Price$56.28
Change+$0.46 (+0.82%)
VolumeN/A
Net Assets4.85B
FSMDX vs JCMAX Comparison Chart
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FSMDX vs. JCMAX commentary
Apr 19, 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: 37.6B vs. JCMAX (4.85B). FSMDX pays higher dividends than JCMAX: FSMDX (1.20) vs JCMAX (0.24). FSMDX was incepted earlier than JCMAX: FSMDX (14 years) vs JCMAX (15 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 : 2.40 vs. JCMAX (-2.97). FSMDX return over 5 years is better than : 72.10 vs. JCMAX (34.19).
| 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 | 15 years | - |
| Gain YTD | -8.706 | -9.123 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 4.85B | 775% |
| Annual Yield % from dividends | 1.20 | 0.24 | 503% |
| Returns for 1 year | 2.40 | -2.97 | -81% |
| Returns for 3 years | 8.88 | 1.31 | 680% |
| Returns for 5 years | 72.10 | 34.19 | 211% |
| Returns for 10 years | 85.36 | 21.80 | 392% |
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