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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$37.13
Change-$0.31 (-0.83%)
VolumeN/A
Net Assets44.83B
JPMorgan Mid Cap Equity R6
Price$67.69
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets5.72B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Sep 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. JPPEX (5.72B). FSMDX pays higher dividends than JPPEX: FSMDX (1.26) vs JPPEX (0.62). FSMDX was incepted earlier than JPPEX: FSMDX (14 years) vs JPPEX (12 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 (15.00). 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 : 14.20 vs. JPPEX (7.75). FSMDX return over 5 years is better than : 75.20 vs. JPPEX (36.82).
| 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 | 12 years | - |
| Gain YTD | 10.216 | 6.431 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 5.72B | 783% |
| Annual Yield % from dividends | 1.26 | 0.62 | 203% |
| Returns for 1 year | 14.20 | 7.75 | 183% |
| Returns for 3 years | 45.03 | 30.27 | 149% |
| Returns for 5 years | 75.20 | 36.82 | 204% |
| Returns for 10 years | 141.17 | 55.92 | 252% |
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