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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
JPMorgan Mid Cap Equity R6
Price$68.17
Change-$0.51 (-0.74%)
VolumeN/A
CapitalizationN/A
FSMDX vs JPPEX Comparison Chart
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FSMDX vs. JPPEX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. JPPEX (5.06B). 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 : 31.21 vs. JPPEX (28.31). FSMDX return over 5 years is better than : 60.20 vs. JPPEX (41.30).
| 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 | 18.509 | 17.131 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 5.06B | 718% |
| Annual Yield % from dividends | 1.28 | 0.67 | 192% |
| Returns for 1 year | 31.21 | 28.31 | 110% |
| Returns for 3 years | 9.29 | 0.55 | 1,695% |
| Returns for 5 years | 60.20 | 41.30 | 146% |
| Returns for 10 years | 121.13 | 54.12 | 224% |
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