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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$35.87
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets43.39B
JPMorgan Mid Cap Equity R2
Price$62.62
Change-$0.45 (-0.71%)
VolumeN/A
Net Assets5.75B
FSMDX vs JMCEX Comparison Chart in %
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FSMDX vs. JMCEX commentary
Aug 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 Hold and JMCEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. JMCEX (5.75B). FSMDX pays higher dividends than JMCEX: FSMDX (1.29) vs JMCEX (0.13). 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 (15.00). FSMDX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 17.73 vs. JMCEX (11.29). FSMDX return over 5 years is better than : 67.09 vs. JMCEX (26.63).
| 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 | 6.832 | 4.162 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 5.75B | 755% |
| Annual Yield % from dividends | 1.29 | 0.13 | 995% |
| Returns for 1 year | 17.73 | 11.29 | 157% |
| Returns for 3 years | 36.14 | 22.32 | 162% |
| Returns for 5 years | 67.09 | 26.63 | 252% |
| Returns for 10 years | 124.51 | 34.55 | 360% |
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