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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$35.78
Change-$0.30 (-0.83%)
VolumeN/A
Net Assets42.38B
JPMorgan Mid Cap Equity R6
Price$66.34
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets5.63B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Jul 12, 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: 42.4B vs. JPPEX (5.63B). FSMDX pays higher dividends than JPPEX: FSMDX (1.31) vs JPPEX (0.64). 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 : 14.30 vs. JPPEX (9.30). FSMDX return over 5 years is better than : 78.62 vs. JPPEX (39.67).
| 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 | 7.099 | 4.120 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.63B | 754% |
| Annual Yield % from dividends | 1.31 | 0.64 | 205% |
| Returns for 1 year | 14.30 | 9.30 | 154% |
| Returns for 3 years | 49.45 | 34.52 | 143% |
| Returns for 5 years | 78.62 | 39.67 | 198% |
| Returns for 10 years | 120.70 | 43.91 | 275% |
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