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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
Jensen Quality Mid Cap I
Price$19.37
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets153.41M
FSMDX vs JNVIX Comparison Chart in %
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FSMDX vs. JNVIX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. JNVIX (153M). FSMDX pays higher dividends than JNVIX: FSMDX (1.26) vs JNVIX (0.58). 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: 24.87 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 : 14.47 vs. JNVIX (-2.21). FSMDX return over 5 years is better than : 71.01 vs. JNVIX (48.56).
| 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 | 9.771 | 3.750 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 153M | 29,281% |
| Annual Yield % from dividends | 1.26 | 0.58 | 218% |
| Returns for 1 year | 14.47 | -2.21 | -654% |
| Returns for 3 years | 47.43 | 27.76 | 171% |
| Returns for 5 years | 71.01 | 48.56 | 146% |
| Returns for 10 years | 140.48 | 69.54 | 202% |
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