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FSMDX vs JNVSX
FSMDX vs JNVSX Comparison
Open Charts FSMDX vs JNVSX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Jensen Quality Mid Cap J
Price$18.96
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets171.38M
FSMDX vs JNVSX Comparison Chart
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FSMDX vs. JNVSX commentary
Feb 23, 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 JNVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. JNVSX (171M). FSMDX pays higher dividends than JNVSX: FSMDX (1.28) vs JNVSX (0.38). FSMDX was incepted earlier than JNVSX: FSMDX (13 years) vs JNVSX (15 years). JNVSX is a more actively managed with annual turnover of: 15.57 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than JNVSX: FSMDX (0) vs JNVSX (2500). FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. JNVSX (2.40). FSMDX return over 5 years is better than : 51.19 vs. JNVSX (44.58).
| FSMDX | JNVSX | FSMDX / JNVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.717 | 1.012 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 171M | 22,573% |
| Annual Yield % from dividends | 1.28 | 0.38 | 340% |
| Returns for 1 year | 12.97 | 2.40 | 541% |
| Returns for 3 years | 24.51 | 15.26 | 161% |
| Returns for 5 years | 51.19 | 44.58 | 115% |
| Returns for 10 years | 107.43 | 46.12 | 233% |