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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
JPMorgan Mid Cap Equity R5
Price$66.57
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets5.64B
FSMDX vs JMEEX Comparison Chart in %
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FSMDX vs. JMEEX commentary
Jul 06, 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: 42.4B vs. JMEEX (5.64B). FSMDX pays higher dividends than JMEEX: FSMDX (1.31) vs JMEEX (0.55). 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 : 16.46 vs. JMEEX (10.19). FSMDX return over 5 years is better than : 78.71 vs. JMEEX (40.07).
| 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 | 6.803 | 4.538 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.64B | 752% |
| Annual Yield % from dividends | 1.31 | 0.55 | 238% |
| Returns for 1 year | 16.46 | 10.19 | 161% |
| Returns for 3 years | 48.44 | 34.57 | 140% |
| Returns for 5 years | 78.71 | 40.07 | 196% |
| Returns for 10 years | 123.56 | 45.13 | 274% |
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