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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Jensen Quality Mid Cap I
Price$17.84
Change-$0.56 (-3.04%)
VolumeN/A
Net Assets158.05M
FSMDX vs JNVIX Comparison Chart
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FSMDX vs. JNVIX commentary
Apr 04, 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 JNVIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. JNVIX (158M). FSMDX pays higher dividends than JNVIX: FSMDX (1.20) vs JNVIX (0.55). FSMDX was incepted earlier than JNVIX: FSMDX (14 years) vs JNVIX (15 years). JNVIX (0.85) is less costly to investors than FSMDX (0.03). JNVIX is a more actively managed with annual turnover of: 24.92 vs. FSMDX (8.00). 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 : 3.64 vs. JNVIX (-4.47). FSMDX return over 5 years is better than : 116.15 vs. JNVIX (91.77).
| 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 | 15 years | - |
| Gain YTD | -3.050 | -2.323 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 158M | 23,797% |
| Annual Yield % from dividends | 1.20 | 0.55 | 217% |
| Returns for 1 year | 3.64 | -4.47 | -81% |
| Returns for 3 years | 12.50 | 8.54 | 146% |
| Returns for 5 years | 116.15 | 91.77 | 127% |
| Returns for 10 years | 98.36 | 48.23 | 204% |
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