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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
Jensen Quality Mid Cap I
Price$18.96
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets154.86M
FSMDX vs JNVIX Comparison Chart in %
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FSMDX vs. JNVIX commentary
Jul 06, 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: 42.4B vs. JNVIX (155M). FSMDX pays higher dividends than JNVIX: FSMDX (1.31) vs JNVIX (0.60). 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 : 16.46 vs. JNVIX (2.29). FSMDX return over 5 years is better than : 78.71 vs. JNVIX (57.81).
| 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 | 6.803 | 1.554 | 438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 155M | 27,355% |
| Annual Yield % from dividends | 1.31 | 0.60 | 220% |
| Returns for 1 year | 16.46 | 2.29 | 720% |
| Returns for 3 years | 48.44 | 27.51 | 176% |
| Returns for 5 years | 78.71 | 57.81 | 136% |
| Returns for 10 years | 123.56 | 56.34 | 219% |
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