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FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$34.95
Change-$0.03 (-0.09%)
VolumeN/A
CapitalizationN/A
Jensen Quality Mid Cap I
Price$20.56
Change-$0.10 (-0.48%)
VolumeN/A
CapitalizationN/A
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FSMDX vs JNVIX Comparison Chart
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FSMDX vs. JNVIX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.4B vs. JNVIX (215M). 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 : 30.65 vs. JNVIX (27.26). FSMDX (63.94) and JNVIX (63.79) have equivalent 5 years return.
| 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 | 16.839 | 14.513 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.4B | 215M | 16,930% |
| Annual Yield % from dividends | 1.28 | 0.58 | 222% |
| Returns for 1 year | 30.65 | 27.26 | 112% |
| Returns for 3 years | 12.62 | 18.66 | 68% |
| Returns for 5 years | 63.94 | 63.79 | 100% |
| Returns for 10 years | 137.58 | 62.06 | 222% |
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