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FSMDX vs JNVSX
FSMDX vs JNVSX Comparison
Open Charts FSMDX vs JNVSX
Fidelity Mid Cap Index
Price$34.10
Change-$0.24 (-0.70%)
VolumeN/A
CapitalizationN/A
Jensen Quality Mid Cap J
Price$18.94
Change+$0.14 (+0.74%)
VolumeN/A
CapitalizationN/A
FSMDX vs JNVSX Comparison Chart
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FSMDX vs. JNVSX commentary
Dec 23, 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 StrongBuy and JNVSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. JNVSX (201M). 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 : 16.00 vs. JNVSX (5.65). FSMDX return over 5 years is better than : 54.54 vs. JNVSX (44.86).
| 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 | 15.185 | 4.598 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 201M | 19,701% |
| Annual Yield % from dividends | 1.28 | 0.38 | 340% |
| Returns for 1 year | 16.00 | 5.65 | 283% |
| Returns for 3 years | 14.12 | 5.89 | 240% |
| Returns for 5 years | 54.54 | 44.86 | 122% |
| Returns for 10 years | 113.54 | 50.03 | 227% |
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