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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
JPMorgan Mid Cap Equity R5
Price$64.39
Change-$1.44 (-2.19%)
VolumeN/A
Net Assets5.25B
FSMDX vs JMEEX Comparison Chart
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FSMDX vs. JMEEX commentary
Feb 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 Hold and JMEEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. JMEEX (5.26B). 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 : 12.97 vs. JMEEX (6.81). FSMDX return over 5 years is better than : 51.19 vs. JMEEX (24.92).
| 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 | 1.717 | 1.115 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 5.26B | 735% |
| Annual Yield % from dividends | 1.28 | 0.58 | 220% |
| Returns for 1 year | 12.97 | 6.81 | 190% |
| Returns for 3 years | 24.51 | 15.35 | 160% |
| Returns for 5 years | 51.19 | 24.92 | 205% |
| Returns for 10 years | 107.43 | 43.17 | 249% |
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