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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Equity R5
Price$68.20
Change-$0.51 (-0.74%)
VolumeN/A
CapitalizationN/A
FSMDX vs JMEEX Comparison Chart
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FSMDX vs. JMEEX commentary
Nov 18, 2024
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: 36.3B vs. JMEEX (5.06B). FSMDX pays higher dividends than JMEEX: FSMDX (1.28) vs JMEEX (0.58). FSMDX was incepted earlier than JMEEX: FSMDX (13 years) vs JMEEX (11 years). JMEEX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (9.00). FSMDX (0) and JMEEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 31.21 vs. JMEEX (28.20). FSMDX return over 5 years is better than : 60.20 vs. JMEEX (40.58).
| FSMDX | JMEEX | FSMDX / JMEEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 18.509 | 17.041 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 5.06B | 718% |
| Annual Yield % from dividends | 1.28 | 0.58 | 220% |
| Returns for 1 year | 31.21 | 28.20 | 111% |
| Returns for 3 years | 9.29 | 0.24 | 3,818% |
| Returns for 5 years | 60.20 | 40.58 | 148% |
| Returns for 10 years | 121.13 | 52.85 | 229% |