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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Equity R5
Price$63.81
Change-$2.18 (-3.30%)
VolumeN/A
CapitalizationN/A
FSMDX vs JMEEX Comparison Chart
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FSMDX vs. JMEEX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. JMEEX (5.35B). 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 : 20.70 vs. JMEEX (14.46). FSMDX return over 5 years is better than : 57.26 vs. JMEEX (33.13).
| 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 | 19.211 | 13.249 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 5.35B | 741% |
| Annual Yield % from dividends | 1.28 | 0.58 | 220% |
| Returns for 1 year | 20.70 | 14.46 | 143% |
| Returns for 3 years | 19.14 | 11.19 | 171% |
| Returns for 5 years | 57.26 | 33.13 | 173% |
| Returns for 10 years | 122.53 | 51.97 | 236% |