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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
JPMorgan Mid Cap Equity R2
Price$60.30
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets5.36B
FSMDX vs JMCEX Comparison Chart
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FSMDX vs. JMCEX commentary
Jun 07, 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: 40.4B vs. JMCEX (5.36B). FSMDX pays higher dividends than JMCEX: FSMDX (1.14) 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 : 10.27 vs. JMCEX (3.89). FSMDX return over 5 years is better than : 63.08 vs. JMCEX (24.11).
| 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 | 1.866 | -0.198 | -941% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 5.36B | 754% |
| Annual Yield % from dividends | 1.14 | 0.14 | 846% |
| Returns for 1 year | 10.27 | 3.89 | 264% |
| Returns for 3 years | 28.17 | 16.41 | 172% |
| Returns for 5 years | 63.08 | 24.11 | 262% |
| Returns for 10 years | 111.08 | 29.66 | 375% |
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