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FSMDX vs JNVYX
FSMDX vs JNVYX Comparison
Open Charts FSMDX vs JNVYX
Fidelity Mid Cap Index
Price$36.25
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets43.39B
Jensen Quality Mid Cap Y
Price$19.25
Change+$0.20 (+1.05%)
VolumeN/A
Net Assets152.2M
FSMDX vs JNVYX Comparison Chart in %
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FSMDX vs. JNVYX commentary
Aug 20, 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 Buy and JNVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. JNVYX (152M). FSMDX pays higher dividends than JNVYX: FSMDX (1.29) vs JNVYX (0.62). FSMDX was incepted earlier than JNVYX: FSMDX (14 years) vs JNVYX (6 years). JNVYX (0.83) is less costly to investors than FSMDX (0.03). JNVYX is a more actively managed with annual turnover of: 24.87 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than JNVYX: FSMDX (0) vs JNVYX (1000000). FSMDX annual gain was more profitable for investors over the last year : 11.41 vs. JNVYX (-2.78). FSMDX return over 5 years is better than : 67.77 vs. JNVYX (47.11).
| FSMDX | JNVYX | FSMDX / JNVYX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.83 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 7.456 | 2.320 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 152M | 28,553% |
| Annual Yield % from dividends | 1.29 | 0.62 | 209% |
| Returns for 1 year | 11.41 | -2.78 | -410% |
| Returns for 3 years | 34.30 | 16.86 | 203% |
| Returns for 5 years | 67.77 | 47.11 | 144% |
| Returns for 10 years | 135.41 | N/A | - |
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