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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
JPMorgan Mid Cap Equity R2
Price$62.16
Change+$0.31 (+0.50%)
VolumeN/A
Net Assets5.72B
FSMDX vs JMCEX Comparison Chart in %
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FSMDX vs. JMCEX commentary
Jul 17, 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: 42.4B vs. JMCEX (5.72B). FSMDX pays higher dividends than JMCEX: FSMDX (1.31) 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 : 8.58 vs. JMCEX (2.61). FSMDX return over 5 years is better than : 70.17 vs. JMCEX (28.79).
| 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 | 5.111 | 2.147 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.72B | 742% |
| Annual Yield % from dividends | 1.31 | 0.13 | 999% |
| Returns for 1 year | 8.58 | 2.61 | 328% |
| Returns for 3 years | 45.92 | 29.98 | 153% |
| Returns for 5 years | 70.17 | 28.79 | 244% |
| Returns for 10 years | 117.56 | 30.05 | 391% |
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