Interact to see
Advertisement
Advertisement
FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$36.98
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets44.83B
JPMorgan Mid Cap Equity R2
Price$63.61
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets5.73B
FSMDX vs JMCEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JMCEX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. JMCEX (5.73B). FSMDX pays higher dividends than JMCEX: FSMDX (1.26) vs JMCEX (0.13). FSMDX was incepted earlier than JMCEX: FSMDX (14 years) vs JMCEX (12 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 (15.00). FSMDX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 11.27 vs. JMCEX (3.86). FSMDX return over 5 years is better than : 72.58 vs. JMCEX (28.55).
| 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 | 12 years | - |
| Gain YTD | 9.771 | 5.087 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 5.73B | 782% |
| Annual Yield % from dividends | 1.26 | 0.13 | 986% |
| Returns for 1 year | 11.27 | 3.86 | 292% |
| Returns for 3 years | 47.71 | 29.70 | 161% |
| Returns for 5 years | 72.58 | 28.55 | 254% |
| Returns for 10 years | 141.62 | 43.43 | 326% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement