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FSMDX vs JNVYX
FSMDX vs JNVYX Comparison
Open Charts FSMDX vs JNVYX
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
Jensen Quality Mid Cap Y
Price$17.42
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets146.72M
FSMDX vs JNVYX Comparison Chart
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FSMDX vs. JNVYX commentary
Apr 18, 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: 37.6B vs. JNVYX (147M). FSMDX pays higher dividends than JNVYX: FSMDX (1.20) vs JNVYX (0.57). FSMDX was incepted earlier than JNVYX: FSMDX (14 years) vs JNVYX (5 years). JNVYX (0.83) is less costly to investors than FSMDX (0.03). JNVYX is a more actively managed with annual turnover of: 24.92 vs. FSMDX (8.00). 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 : 1.53 vs. JNVYX (-4.93). FSMDX return over 5 years is better than : 70.65 vs. JNVYX (59.20).
| 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 | 5 years | - |
| Gain YTD | -9.476 | -7.364 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 147M | 25,578% |
| Annual Yield % from dividends | 1.20 | 0.57 | 209% |
| Returns for 1 year | 1.53 | -4.93 | -31% |
| Returns for 3 years | 7.96 | 6.25 | 127% |
| Returns for 5 years | 70.65 | 59.20 | 119% |
| Returns for 10 years | 83.80 | N/A | - |