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FSMDX vs JNVYX
FSMDX vs JNVYX Comparison
Open Charts FSMDX vs JNVYX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Jensen Quality Mid Cap Y
Price$18.92
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets179.9M
FSMDX vs JNVYX Comparison Chart
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FSMDX vs. JNVYX commentary
Jan 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 Hold and JNVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. JNVYX (180M). 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 : 21.26 vs. JNVYX (7.79). FSMDX return over 5 years is better than : 53.32 vs. JNVYX (43.65).
| 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 | 3.109 | 1.071 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 180M | 20,556% |
| Annual Yield % from dividends | 1.28 | 0.60 | 215% |
| Returns for 1 year | 21.26 | 7.79 | 273% |
| Returns for 3 years | 17.63 | 7.05 | 250% |
| Returns for 5 years | 53.32 | 43.65 | 122% |
| Returns for 10 years | 123.00 | N/A | - |