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FSMDX vs JMCCX
FSMDX vs JMCCX Comparison
Open Charts FSMDX vs JMCCX
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
JPMorgan Mid Cap Equity C
Price$60.01
Change-$0.06 (-0.10%)
VolumeN/A
Net Assets5.5B
FSMDX vs JMCCX Comparison Chart
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FSMDX vs. JMCCX commentary
Jan 23, 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 Hold and JMCCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. JMCCX (5.5B). FSMDX pays higher dividends than JMCCX: FSMDX (1.28) vs JMCCX (0.00). FSMDX was incepted earlier than JMCCX: FSMDX (13 years) vs JMCCX (15 years). JMCCX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (9.00). 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 : 20.38 vs. JMCCX (13.70). FSMDX return over 5 years is better than : 57.29 vs. JMCCX (24.22).
| FSMDX | JMCCX | FSMDX / JMCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 4.649 | 4.766 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 5.5B | 672% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.38 | 13.70 | 149% |
| Returns for 3 years | 27.13 | 16.52 | 164% |
| Returns for 5 years | 57.29 | 24.22 | 237% |
| Returns for 10 years | 122.45 | 37.23 | 329% |