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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$29.51
Change-$1.83 (-5.84%)
VolumeN/A
Net Assets37.64B
JPMorgan Mid Cap Equity R5
Price$55.52
Change-$3.19 (-5.43%)
VolumeN/A
Net Assets4.67B
FSMDX vs JMEEX Comparison Chart
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FSMDX vs. JMEEX commentary
Apr 07, 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: 37.6B vs. JMEEX (4.67B). FSMDX pays higher dividends than JMEEX: FSMDX (1.20) vs JMEEX (0.59). 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 : -5.85 vs. JMEEX (-10.07). FSMDX return over 5 years is better than : 94.83 vs. JMEEX (56.11).
| 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 | -12.615 | -12.814 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 4.67B | 805% |
| Annual Yield % from dividends | 1.20 | 0.59 | 203% |
| Returns for 1 year | -5.85 | -10.07 | 58% |
| Returns for 3 years | 2.48 | -3.24 | -76% |
| Returns for 5 years | 94.83 | 56.11 | 169% |
| Returns for 10 years | 78.40 | 22.55 | 348% |
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