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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
JPMorgan Mid Cap Equity R6
Price$62.61
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets5.27B
FSMDX vs JPPEX Comparison Chart
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FSMDX vs. JPPEX commentary
May 23, 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: 37.7B vs. JPPEX (5.27B). FSMDX pays higher dividends than JPPEX: FSMDX (1.21) 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 : 6.86 vs. JPPEX (1.40). FSMDX return over 5 years is better than : 78.84 vs. JPPEX (41.78).
| 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 | 0.118 | -1.447 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 5.27B | 716% |
| Annual Yield % from dividends | 1.21 | 0.69 | 175% |
| Returns for 1 year | 6.86 | 1.40 | 490% |
| Returns for 3 years | 31.52 | 21.81 | 144% |
| Returns for 5 years | 78.84 | 41.78 | 189% |
| Returns for 10 years | 102.29 | 36.84 | 278% |
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