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FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Invesco Main Street Mid Cap R5
Price$29.34
Change-$0.46 (-1.54%)
VolumeN/A
Net Assets2.43B
FSMDX vs MSMJX Comparison Chart
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FSMDX vs. MSMJX commentary
Jun 15, 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 MSMJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. MSMJX (2.43B). FSMDX pays higher dividends than MSMJX: FSMDX (1.14) vs MSMJX (0.51). FSMDX was incepted earlier than MSMJX: FSMDX (14 years) vs MSMJX (6 years). MSMJX (0.75) is less costly to investors than FSMDX (0.03). MSMJX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than MSMJX: FSMDX (0) vs MSMJX (1000000). FSMDX annual gain was more profitable for investors over the last year : 10.03 vs. MSMJX (4.08). FSMDX return over 5 years is better than : 73.33 vs. MSMJX (34.23).
| FSMDX | MSMJX | FSMDX / MSMJX | |
| Total Expense Ratio | 0.03 | 0.75 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.75 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.421 | 0.755 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 2.43B | 1,661% |
| Annual Yield % from dividends | 1.14 | 0.51 | 223% |
| Returns for 1 year | 10.03 | 4.08 | 246% |
| Returns for 3 years | 42.08 | 30.14 | 140% |
| Returns for 5 years | 73.33 | 34.23 | 214% |
| Returns for 10 years | 108.65 | N/A | - |
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