Ad is loading...
FSMDX vs JMCCX
FSMDX vs JMCCX Comparison
Open Charts FSMDX vs JMCCX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
JPMorgan Mid Cap Equity C
Price$52.60
Change+$3.93 (+8.07%)
VolumeN/A
Net Assets4.56B
FSMDX vs JMCCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JMCCX commentary
Apr 11, 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 JMCCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. JMCCX (4.56B). FSMDX pays higher dividends than JMCCX: FSMDX (1.20) vs JMCCX (0.00). FSMDX was incepted earlier than JMCCX: FSMDX (14 years) vs JMCCX (15 years). JMCCX (1.72) is less costly to investors than FSMDX (0.03). JMCCX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than JMCCX: FSMDX (0) vs JMCCX (1000). FSMDX annual gain was more profitable for investors over the last year : -9.80 vs. JMCCX (-14.45). FSMDX return over 5 years is better than : 61.73 vs. JMCCX (22.97).
| FSMDX | JMCCX | FSMDX / JMCCX | |
| Total Expense Ratio | 0.03 | 1.59 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.72 | 1% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -15.013 | -15.031 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 4.56B | 824% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -9.80 | -14.45 | 68% |
| Returns for 3 years | 0.43 | -7.45 | -6% |
| Returns for 5 years | 61.73 | 22.97 | 269% |
| Returns for 10 years | 71.81 | 5.22 | 1,376% |
View a ticker or compare two or three
VS
VS
Ad is loading...