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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$37.04
Change+$0.39 (+1.06%)
VolumeN/A
Net Assets44.83B
Jensen Quality Mid Cap I
Price$18.97
Change+$0.20 (+1.07%)
VolumeN/A
Net Assets149.09M
FSMDX vs JNVIX Comparison Chart in %
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FSMDX vs. JNVIX commentary
Sep 29, 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 JNVIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. JNVIX (149M). FSMDX pays higher dividends than JNVIX: FSMDX (1.26) vs JNVIX (0.58). FSMDX was incepted earlier than JNVIX: FSMDX (14 years) vs JNVIX (16 years). JNVIX (0.85) is less costly to investors than FSMDX (0.03). JNVIX is a more actively managed with annual turnover of: 24.87 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than JNVIX: FSMDX (0) vs JNVIX (250000). FSMDX annual gain was more profitable for investors over the last year : 9.95 vs. JNVIX (-7.46). FSMDX return over 5 years is better than : 75.47 vs. JNVIX (50.40).
| FSMDX | JNVIX | FSMDX / JNVIX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.85 | 3% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 9.949 | 1.732 | 574% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 149M | 30,067% |
| Annual Yield % from dividends | 1.26 | 0.58 | 218% |
| Returns for 1 year | 9.95 | -7.46 | -133% |
| Returns for 3 years | 60.17 | 34.33 | 175% |
| Returns for 5 years | 75.47 | 50.40 | 150% |
| Returns for 10 years | 154.85 | 75.15 | 206% |
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