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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$34.21
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Jensen Quality Mid Cap I
Price$18.71
Change-$0.07 (-0.37%)
VolumeN/A
CapitalizationN/A
FSMDX vs JNVIX Comparison Chart
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FSMDX vs. JNVIX commentary
Jan 07, 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: 37B vs. JNVIX (200M). FSMDX pays higher dividends than JNVIX: FSMDX (1.28) vs JNVIX (0.58). FSMDX was incepted earlier than JNVIX: FSMDX (13 years) vs JNVIX (15 years). JNVIX is a more actively managed with annual turnover of: 15.57 vs. FSMDX (9.00). 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 : 18.37 vs. JNVIX (7.69). FSMDX return over 5 years is better than : 54.82 vs. JNVIX (45.81).
| FSMDX | JNVIX | FSMDX / JNVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.244 | 0.267 | 466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 200M | 18,500% |
| Annual Yield % from dividends | 1.28 | 0.58 | 222% |
| Returns for 1 year | 18.37 | 7.69 | 239% |
| Returns for 3 years | 11.59 | 2.32 | 500% |
| Returns for 5 years | 54.82 | 45.81 | 120% |
| Returns for 10 years | 121.54 | 57.26 | 212% |
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