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FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
Open Charts FSMDX vs JCMAX
Fidelity Mid Cap Index
Price$36.40
Change+$0.48 (+1.34%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Equity A
Price$67.92
Change+$0.96 (+1.43%)
VolumeN/A
CapitalizationN/A
FSMDX vs JCMAX Comparison Chart
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FSMDX vs. JCMAX commentary
Nov 22, 2024
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: 36.3B vs. JCMAX (5.22B). 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 : 31.68 vs. JCMAX (28.09). FSMDX return over 5 years is better than : 62.53 vs. JCMAX (39.70).
| 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 | 19.979 | 17.970 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 5.22B | 696% |
| Annual Yield % from dividends | 1.28 | 0.28 | 452% |
| Returns for 1 year | 31.68 | 28.09 | 113% |
| Returns for 3 years | 12.65 | 2.34 | 540% |
| Returns for 5 years | 62.53 | 39.70 | 157% |
| Returns for 10 years | 122.36 | 47.27 | 259% |
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