Interact to see
Advertisement
Advertisement
FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
JPMorgan Mid Cap Equity R5
Price$67.46
Change+$0.45 (+0.67%)
VolumeN/A
Net Assets5.91B
FSMDX vs JMEEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JMEEX commentary
Jul 27, 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 (5.91B). 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 (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 : 15.20 vs. JMEEX (9.95). FSMDX return over 5 years is better than : 75.40 vs. JMEEX (37.34).
| 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 | 8.584 | 5.936 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.91B | 717% |
| Annual Yield % from dividends | 1.31 | 0.55 | 238% |
| Returns for 1 year | 15.20 | 9.95 | 153% |
| Returns for 3 years | 46.45 | 33.10 | 140% |
| Returns for 5 years | 75.40 | 37.34 | 202% |
| Returns for 10 years | 128.19 | 46.82 | 274% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement