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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
JPMorgan Mid Cap Equity R6
Price$58.65
Change-$3.16 (-5.11%)
VolumeN/A
Net Assets5.2B
FSMDX vs JPPEX Comparison Chart
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FSMDX vs. JPPEX commentary
Apr 04, 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 JPPEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. JPPEX (5.2B). FSMDX pays higher dividends than JPPEX: FSMDX (1.20) vs JPPEX (0.69). FSMDX was incepted earlier than JPPEX: FSMDX (14 years) vs JPPEX (11 years). JPPEX (0.70) is less costly to investors than FSMDX (0.03). JPPEX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (8.00). 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 : 4.57 vs. JPPEX (-1.00). FSMDX return over 5 years is better than : 118.86 vs. JPPEX (74.89).
| FSMDX | JPPEX | FSMDX / JPPEX | |
| Total Expense Ratio | 0.03 | 0.60 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.70 | 4% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.836 | -2.814 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 5.2B | 723% |
| Annual Yield % from dividends | 1.20 | 0.69 | 174% |
| Returns for 1 year | 4.57 | -1.00 | -459% |
| Returns for 3 years | 13.46 | 6.78 | 198% |
| Returns for 5 years | 118.86 | 74.89 | 159% |
| Returns for 10 years | 99.53 | 37.23 | 267% |
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