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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$37.13
Change+$0.42 (+1.14%)
VolumeN/A
Net Assets45.37B
Jensen Quality Mid Cap I
Price$18.77
Change+$0.17 (+0.91%)
VolumeN/A
Net Assets144.74M
FSMDX vs JNVIX Comparison Chart in %
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FSMDX vs. JNVIX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. JNVIX (145M). FSMDX pays higher dividends than JNVIX: FSMDX (1.25) vs JNVIX (0.55). FSMDX was incepted earlier than JNVIX: FSMDX (14 years) vs JNVIX (16 years). JNVIX (0.88) 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 : 6.11 vs. JNVIX (-9.31). FSMDX return over 5 years is better than : 62.91 vs. JNVIX (37.38).
| FSMDX | JNVIX | FSMDX / JNVIX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.88 | 3% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 8.969 | -0.252 | -3,559% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 145M | 31,310% |
| Annual Yield % from dividends | 1.25 | 0.55 | 226% |
| Returns for 1 year | 6.11 | -9.31 | -66% |
| Returns for 3 years | 53.71 | 30.53 | 176% |
| Returns for 5 years | 62.91 | 37.38 | 168% |
| Returns for 10 years | 134.44 | 61.01 | 220% |
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