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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
JPMorgan Mid Cap Equity R6
Price$59.99
Change+$1.15 (+1.95%)
VolumeN/A
Net Assets4.94B
FSMDX vs JPPEX Comparison Chart
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FSMDX vs. JPPEX commentary
Apr 26, 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 (4.94B). 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 : 2.08 vs. JPPEX (-2.77). FSMDX return over 5 years is better than : 77.28 vs. JPPEX (41.70).
| 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 | -7.137 | -7.484 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 4.94B | 762% |
| Annual Yield % from dividends | 1.20 | 0.69 | 174% |
| Returns for 1 year | 2.08 | -2.77 | -75% |
| Returns for 3 years | 12.77 | 5.57 | 229% |
| Returns for 5 years | 77.28 | 41.70 | 185% |
| Returns for 10 years | 89.07 | 30.49 | 292% |
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