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FSMDX vs JNVYX
FSMDX vs JNVYX Comparison
Open Charts FSMDX vs JNVYX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Jensen Quality Mid Cap Y
Price$18.87
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets171.38M
FSMDX vs JNVYX Comparison Chart
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FSMDX vs. JNVYX commentary
Feb 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 JNVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. JNVYX (171M). FSMDX pays higher dividends than JNVYX: FSMDX (1.28) vs JNVYX (0.60). FSMDX was incepted earlier than JNVYX: FSMDX (13 years) vs JNVYX (5 years). JNVYX is a more actively managed with annual turnover of: 15.57 vs. FSMDX (9.00). 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 : 12.97 vs. JNVYX (2.61). FSMDX return over 5 years is better than : 51.19 vs. JNVYX (46.17).
| FSMDX | JNVYX | FSMDX / JNVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 1.717 | 1.017 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 171M | 22,573% |
| Annual Yield % from dividends | 1.28 | 0.60 | 215% |
| Returns for 1 year | 12.97 | 2.61 | 498% |
| Returns for 3 years | 24.51 | 15.93 | 154% |
| Returns for 5 years | 51.19 | 46.17 | 111% |
| Returns for 10 years | 107.43 | N/A | - |
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