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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
JPMorgan Mid Cap Equity R6
Price$63.58
Change+$0.25 (+0.39%)
VolumeN/A
Net Assets5.37B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Jun 20, 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: 40.4B vs. JPPEX (5.38B). FSMDX pays higher dividends than JPPEX: FSMDX (1.14) vs JPPEX (0.66). 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 : 10.54 vs. JPPEX (4.58). FSMDX return over 5 years is better than : 71.02 vs. JPPEX (34.76).
| 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 | 1.925 | -0.031 | -6,122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 5.38B | 752% |
| Annual Yield % from dividends | 1.14 | 0.66 | 173% |
| Returns for 1 year | 10.54 | 4.58 | 230% |
| Returns for 3 years | 46.52 | 33.96 | 137% |
| Returns for 5 years | 71.02 | 34.76 | 204% |
| Returns for 10 years | 107.84 | 37.49 | 288% |
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