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FSMDX vs JNVYX
FSMDX vs JNVYX Comparison
Open Charts FSMDX vs JNVYX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
Jensen Quality Mid Cap Y
Price$19.07
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets153.53M
FSMDX vs JNVYX Comparison Chart in %
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FSMDX vs. JNVYX commentary
Jul 27, 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: 42.4B vs. JNVYX (154M). FSMDX pays higher dividends than JNVYX: FSMDX (1.31) 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: 24.92 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 : 15.20 vs. JNVYX (0.43). FSMDX return over 5 years is better than : 75.40 vs. JNVYX (51.25).
| 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 | 8.584 | 2.428 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 154M | 27,532% |
| Annual Yield % from dividends | 1.31 | 0.62 | 212% |
| Returns for 1 year | 15.20 | 0.43 | 3,567% |
| Returns for 3 years | 46.45 | 25.69 | 181% |
| Returns for 5 years | 75.40 | 51.25 | 147% |
| Returns for 10 years | 128.19 | N/A | - |
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