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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
JPMorgan Mid Cap Equity R2
Price$62.62
Change+$0.20 (+0.32%)
VolumeN/A
Net Assets5.41B
FSMDX vs JMCEX Comparison Chart
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FSMDX vs. JMCEX commentary
Jan 19, 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 JMCEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. JMCEX (5.41B). FSMDX pays higher dividends than JMCEX: FSMDX (1.28) vs JMCEX (0.17). FSMDX was incepted earlier than JMCEX: FSMDX (13 years) vs JMCEX (11 years). JMCEX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (9.00). FSMDX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. JMCEX (14.49). FSMDX return over 5 years is better than : 54.11 vs. JMCEX (24.43).
| FSMDX | JMCEX | FSMDX / JMCEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.642 | 3.419 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 5.41B | 684% |
| Annual Yield % from dividends | 1.28 | 0.17 | 755% |
| Returns for 1 year | 21.14 | 14.49 | 146% |
| Returns for 3 years | 20.66 | 10.96 | 189% |
| Returns for 5 years | 54.11 | 24.43 | 221% |
| Returns for 10 years | 124.41 | 44.65 | 279% |
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