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FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
Open Charts FSMDX vs JCMAX
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
JPMorgan Mid Cap Equity A
Price$60.10
Change+$0.60 (+1.01%)
VolumeN/A
Net Assets5.14B
FSMDX vs JCMAX Comparison Chart
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FSMDX vs. JCMAX commentary
May 09, 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: 37.7B vs. JCMAX (5.14B). FSMDX pays higher dividends than JCMAX: FSMDX (1.21) vs JCMAX (0.24). 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 : 5.24 vs. JCMAX (-0.40). FSMDX return over 5 years is better than : 75.46 vs. JCMAX (36.75).
| 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 | -2.843 | -3.924 | 72% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 5.14B | 733% |
| Annual Yield % from dividends | 1.21 | 0.24 | 506% |
| Returns for 1 year | 5.24 | -0.40 | -1,316% |
| Returns for 3 years | 29.17 | 18.42 | 158% |
| Returns for 5 years | 75.46 | 36.75 | 205% |
| Returns for 10 years | 98.68 | 28.93 | 341% |
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