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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
JPMorgan Mid Cap Equity R5
Price$62.67
Change-$0.06 (-0.10%)
VolumeN/A
Net Assets5.27B
FSMDX vs JMEEX Comparison Chart
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FSMDX vs. JMEEX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. JMEEX (5.27B). FSMDX pays higher dividends than JMEEX: FSMDX (1.21) vs JMEEX (0.59). 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 (8.00). FSMDX (0) and JMEEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 6.86 vs. JMEEX (1.29). FSMDX return over 5 years is better than : 78.84 vs. JMEEX (41.03).
| 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 | 0.118 | -1.492 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 5.27B | 716% |
| Annual Yield % from dividends | 1.21 | 0.59 | 204% |
| Returns for 1 year | 6.86 | 1.29 | 533% |
| Returns for 3 years | 31.52 | 21.42 | 147% |
| Returns for 5 years | 78.84 | 41.03 | 192% |
| Returns for 10 years | 102.29 | 35.65 | 287% |
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