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FSMDX vs JNVSX
FSMDX vs JNVSX Comparison
Open Charts FSMDX vs JNVSX
Fidelity Mid Cap Index
Price$36.05
Change-$0.08 (-0.22%)
VolumeN/A
CapitalizationN/A
Jensen Quality Mid Cap J
Price$19.75
Change-$1.15 (-5.50%)
VolumeN/A
CapitalizationN/A
FSMDX vs JNVSX Comparison Chart
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FSMDX vs. JNVSX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. JNVSX (216M). 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 : 33.08 vs. JNVSX (19.84). FSMDX return over 5 years is better than : 62.77 vs. JNVSX (48.97).
| 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 | 20.413 | 8.995 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 216M | 16,806% |
| Annual Yield % from dividends | 1.28 | 0.38 | 340% |
| Returns for 1 year | 33.08 | 19.84 | 167% |
| Returns for 3 years | 11.57 | 4.67 | 248% |
| Returns for 5 years | 62.77 | 48.97 | 128% |
| Returns for 10 years | 126.10 | 41.15 | 306% |
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