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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
JPMorgan Mid Cap Equity R6
Price$64.31
Change-$1.45 (-2.20%)
VolumeN/A
Net Assets5.25B
FSMDX vs JPPEX Comparison Chart
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FSMDX vs. JPPEX commentary
Feb 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 Hold and JPPEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. JPPEX (5.26B). 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 : 12.97 vs. JPPEX (6.92). FSMDX return over 5 years is better than : 51.19 vs. JPPEX (25.53).
| 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 | 1.717 | 1.116 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 5.26B | 735% |
| Annual Yield % from dividends | 1.28 | 0.67 | 192% |
| Returns for 1 year | 12.97 | 6.92 | 187% |
| Returns for 3 years | 24.51 | 15.69 | 156% |
| Returns for 5 years | 51.19 | 25.53 | 201% |
| Returns for 10 years | 107.43 | 44.33 | 242% |
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