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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$35.91
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets45.03B
Jensen Quality Mid Cap I
Price$16.05
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets130.99M
FSMDX vs JNVIX Comparison Chart in %
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FSMDX vs. JNVIX commentary
Nov 20, 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: 45B vs. JNVIX (131M). 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 (0.88) 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 : 1.88 vs. JNVIX (-15.27). FSMDX return over 5 years is better than : 48.61 vs. JNVIX (12.12).
| 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 | 6.595 | -13.778 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 131M | 34,351% |
| Annual Yield % from dividends | 1.26 | 0.58 | 218% |
| Returns for 1 year | 1.88 | -15.27 | -12% |
| Returns for 3 years | 38.96 | 3.10 | 1,256% |
| Returns for 5 years | 48.61 | 12.12 | 401% |
| Returns for 10 years | 129.06 | 42.06 | 307% |
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