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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
JPMorgan Mid Cap Equity R5
Price$67.64
Change+$0.62 (+0.93%)
VolumeN/A
Net Assets5.73B
FSMDX vs JMEEX Comparison Chart in %
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FSMDX vs. JMEEX commentary
Sep 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 JMEEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. JMEEX (5.73B). FSMDX pays higher dividends than JMEEX: FSMDX (1.26) vs JMEEX (0.53). FSMDX was incepted earlier than JMEEX: FSMDX (14 years) vs JMEEX (11 years). JMEEX (0.80) is less costly to investors than FSMDX (0.03). JMEEX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (15.00). FSMDX (0) and JMEEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 14.47 vs. JMEEX (7.87). FSMDX return over 5 years is better than : 71.01 vs. JMEEX (32.48).
| FSMDX | JMEEX | FSMDX / JMEEX | |
| Total Expense Ratio | 0.03 | 0.70 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.80 | 3% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 9.771 | 6.171 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 5.73B | 782% |
| Annual Yield % from dividends | 1.26 | 0.53 | 235% |
| Returns for 1 year | 14.47 | 7.87 | 184% |
| Returns for 3 years | 47.43 | 32.75 | 145% |
| Returns for 5 years | 71.01 | 32.48 | 219% |
| Returns for 10 years | 140.48 | 54.11 | 260% |
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