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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
JPMorgan Mid Cap Equity R2
Price$58.71
Change+$0.58 (+1.00%)
VolumeN/A
Net Assets5.14B
FSMDX vs JMCEX Comparison Chart
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FSMDX vs. JMCEX commentary
May 09, 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: 37.7B vs. JMCEX (5.14B). FSMDX pays higher dividends than JMCEX: FSMDX (1.21) 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 : 5.24 vs. JMCEX (-0.73). FSMDX return over 5 years is better than : 75.46 vs. JMCEX (34.69).
| 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 | -2.843 | -3.997 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 5.14B | 733% |
| Annual Yield % from dividends | 1.21 | 0.14 | 856% |
| Returns for 1 year | 5.24 | -0.73 | -717% |
| Returns for 3 years | 29.17 | 17.53 | 166% |
| Returns for 5 years | 75.46 | 34.69 | 218% |
| Returns for 10 years | 98.68 | 25.10 | 393% |
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