Ad is loading...
FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Equity R2
Price$60.42
Change-$2.06 (-3.30%)
VolumeN/A
CapitalizationN/A
FSMDX vs JMCEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JMCEX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. JMCEX (5.35B). 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 : 20.70 vs. JMCEX (13.48). FSMDX return over 5 years is better than : 57.26 vs. JMCEX (28.38).
| 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 | 19.211 | 12.293 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 5.35B | 741% |
| Annual Yield % from dividends | 1.28 | 0.17 | 755% |
| Returns for 1 year | 20.70 | 13.48 | 154% |
| Returns for 3 years | 19.14 | 9.38 | 204% |
| Returns for 5 years | 57.26 | 28.38 | 202% |
| Returns for 10 years | 122.53 | 41.14 | 298% |