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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Equity R2
Price$64.75
Change-$0.48 (-0.74%)
VolumeN/A
CapitalizationN/A
FSMDX vs JMCEX Comparison Chart
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FSMDX vs. JMCEX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. JMCEX (5.06B). 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 : 31.21 vs. JMCEX (27.37). FSMDX return over 5 years is better than : 60.20 vs. JMCEX (35.80).
| 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 | 18.509 | 16.373 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 5.06B | 718% |
| Annual Yield % from dividends | 1.28 | 0.17 | 755% |
| Returns for 1 year | 31.21 | 27.37 | 114% |
| Returns for 3 years | 9.29 | -1.49 | -625% |
| Returns for 5 years | 60.20 | 35.80 | 168% |
| Returns for 10 years | 121.13 | 42.23 | 287% |