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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Equity R6
Price$63.79
Change-$2.17 (-3.29%)
VolumeN/A
CapitalizationN/A
FSMDX vs JPPEX Comparison Chart
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FSMDX vs. JPPEX commentary
Dec 19, 2024
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 JPPEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. JPPEX (5.35B). FSMDX pays higher dividends than JPPEX: FSMDX (1.28) vs JPPEX (0.67). FSMDX was incepted earlier than JPPEX: FSMDX (13 years) vs JPPEX (11 years). JPPEX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than JPPEX: FSMDX (0) vs JPPEX (15000000). FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. JPPEX (14.58). FSMDX return over 5 years is better than : 57.26 vs. JPPEX (33.81).
| FSMDX | JPPEX | FSMDX / JPPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 19.211 | 13.333 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 5.35B | 741% |
| Annual Yield % from dividends | 1.28 | 0.67 | 192% |
| Returns for 1 year | 20.70 | 14.58 | 142% |
| Returns for 3 years | 19.14 | 11.51 | 166% |
| Returns for 5 years | 57.26 | 33.81 | 169% |
| Returns for 10 years | 122.53 | 53.22 | 230% |