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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$30.10
Change-$1.10 (-3.53%)
VolumeN/A
Net Assets37.64B
JPMorgan Mid Cap Equity R2
Price$53.90
Change-$1.74 (-3.13%)
VolumeN/A
Net Assets4.93B
FSMDX vs JMCEX Comparison Chart
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FSMDX vs. JMCEX 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 JMCEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. JMCEX (4.93B). FSMDX pays higher dividends than JMCEX: FSMDX (1.20) vs JMCEX (0.14). FSMDX was incepted earlier than JMCEX: FSMDX (14 years) vs JMCEX (11 years). JMCEX (1.61) is less costly to investors than FSMDX (0.03). JMCEX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (8.00). FSMDX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : -9.80 vs. JMCEX (-14.04). FSMDX return over 5 years is better than : 61.73 vs. JMCEX (25.85).
| FSMDX | JMCEX | FSMDX / JMCEX | |
| Total Expense Ratio | 0.03 | 1.35 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.61 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -15.013 | -14.979 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 4.93B | 763% |
| Annual Yield % from dividends | 1.20 | 0.14 | 852% |
| Returns for 1 year | -9.80 | -14.04 | 70% |
| Returns for 3 years | 0.43 | -6.54 | -7% |
| Returns for 5 years | 61.73 | 25.85 | 239% |
| Returns for 10 years | 71.81 | 10.11 | 711% |
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