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FSMDX vs JCMAX
FSMDX vs JCMAX Comparison
Open Charts FSMDX vs JCMAX
Fidelity Mid Cap Index
Price$32.15
Change-$0.25 (-0.77%)
VolumeN/A
Net Assets38.34B
JPMorgan Mid Cap Equity A
Price$58.28
Change-$0.35 (-0.60%)
VolumeN/A
Net Assets5.06B
FSMDX vs JCMAX Comparison Chart
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FSMDX vs. JCMAX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.3B vs. JCMAX (5.06B). FSMDX pays higher dividends than JCMAX: FSMDX (1.14) vs JCMAX (0.23). 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 : 3.76 vs. JCMAX (-2.98). FSMDX return over 5 years is better than : 101.24 vs. JCMAX (55.86).
| 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 | -4.057 | -5.894 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3B | 5.06B | 758% |
| Annual Yield % from dividends | 1.14 | 0.23 | 506% |
| Returns for 1 year | 3.76 | -2.98 | -126% |
| Returns for 3 years | 19.95 | 8.84 | 226% |
| Returns for 5 years | 101.24 | 55.86 | 181% |
| Returns for 10 years | 99.49 | 29.23 | 340% |
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