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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
JPMorgan Mid Cap Equity R6
Price$65.79
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets5.43B
FSMDX vs JPPEX Comparison Chart
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FSMDX vs. JPPEX commentary
Jan 19, 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 Hold and JPPEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. JPPEX (5.43B). 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 : 21.14 vs. JPPEX (15.60). FSMDX return over 5 years is better than : 54.11 vs. JPPEX (29.70).
| 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 | 3.642 | 3.443 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 5.43B | 682% |
| Annual Yield % from dividends | 1.28 | 0.67 | 192% |
| Returns for 1 year | 21.14 | 15.60 | 135% |
| Returns for 3 years | 20.66 | 13.12 | 157% |
| Returns for 5 years | 54.11 | 29.70 | 182% |
| Returns for 10 years | 124.41 | 56.99 | 218% |
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