Ad is loading...
FSMDX vs JNVSX
FSMDX vs JNVSX Comparison
Open Charts FSMDX vs JNVSX
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
Jensen Quality Mid Cap J
Price$19.32
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets183.3M
FSMDX vs JNVSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JNVSX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. JNVSX (183M). 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 : 20.38 vs. JNVSX (6.76). FSMDX return over 5 years is better than : 57.29 vs. JNVSX (45.68).
| 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 | 4.649 | 2.930 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 183M | 20,219% |
| Annual Yield % from dividends | 1.28 | 0.38 | 340% |
| Returns for 1 year | 20.38 | 6.76 | 302% |
| Returns for 3 years | 27.13 | 13.35 | 203% |
| Returns for 5 years | 57.29 | 45.68 | 125% |
| Returns for 10 years | 122.45 | 56.10 | 218% |
View a ticker or compare two or three
VS
VS
Ad is loading...