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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
JPMorgan Mid Cap Equity R2
Price$61.17
Change-$1.37 (-2.19%)
VolumeN/A
Net Assets5.25B
FSMDX vs JMCEX Comparison Chart
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FSMDX vs. JMCEX commentary
Feb 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 JMCEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. JMCEX (5.26B). 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 : 12.97 vs. JMCEX (5.91). FSMDX return over 5 years is better than : 51.19 vs. JMCEX (20.45).
| 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 | 1.717 | 1.024 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 5.26B | 735% |
| Annual Yield % from dividends | 1.28 | 0.17 | 755% |
| Returns for 1 year | 12.97 | 5.91 | 220% |
| Returns for 3 years | 24.51 | 13.48 | 182% |
| Returns for 5 years | 51.19 | 20.45 | 250% |
| Returns for 10 years | 107.43 | 33.00 | 326% |
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