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FSMDX vs JNVSX
FSMDX vs JNVSX Comparison
Open Charts FSMDX vs JNVSX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Jensen Quality Value J
Price$20.42
Change-$0.09 (-0.44%)
VolumeN/A
CapitalizationN/A
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FSMDX vs JNVSX Comparison Chart
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FSMDX vs. JNVSX commentary
Sep 21, 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 JNVSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. JNVSX (213M). FSMDX pays higher dividends than JNVSX: FSMDX (1.28) vs JNVSX (0.38). FSMDX was incepted earlier than JNVSX: FSMDX (13 years) vs JNVSX (14 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 : 27.48 vs. JNVSX (25.81). JNVSX (60.56) and FSMDX (57.97) have equivalent 5 years return.
| FSMDX | JNVSX | FSMDX / JNVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 13.332 | 12.693 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 213M | 16,808% |
| Annual Yield % from dividends | 1.28 | 0.38 | 340% |
| Returns for 1 year | 27.48 | 25.81 | 106% |
| Returns for 3 years | 13.12 | 18.08 | 73% |
| Returns for 5 years | 57.97 | 60.56 | 96% |
| Returns for 10 years | 119.83 | 53.00 | 226% |