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FSMDX vs JNVYX
FSMDX vs JNVYX Comparison
Open Charts FSMDX vs JNVYX
Fidelity Mid Cap Index
Price$35.91
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets45.03B
Jensen Quality Mid Cap Y
Price$16.01
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets130.99M
FSMDX vs JNVYX Comparison Chart in %
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FSMDX vs. JNVYX commentary
Nov 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 Hold and JNVYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. JNVYX (131M). FSMDX pays higher dividends than JNVYX: FSMDX (1.26) vs JNVYX (0.60). FSMDX was incepted earlier than JNVYX: FSMDX (14 years) vs JNVYX (6 years). JNVYX (0.86) 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 : 1.94 vs. JNVYX (-15.30). FSMDX return over 5 years is better than : 48.13 vs. JNVYX (12.10).
| FSMDX | JNVYX | FSMDX / JNVYX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.86 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 6.417 | -13.801 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 131M | 34,351% |
| Annual Yield % from dividends | 1.26 | 0.60 | 210% |
| Returns for 1 year | 1.94 | -15.30 | -13% |
| Returns for 3 years | 38.73 | 3.11 | 1,246% |
| Returns for 5 years | 48.13 | 12.10 | 398% |
| Returns for 10 years | 128.68 | N/A | - |
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