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FSMDX vs WOOQX
FSMDX vs WOOQX Comparison
Open Charts FSMDX vs WOOQX
JPMorgan SMID Cap Equity R4
Price$17.78
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets364.04M
FSMDX vs WOOQX Comparison Chart
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FSMDX vs. WOOQX commentary
Jun 06, 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 WOOQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. WOOQX (364M). FSMDX pays higher dividends than WOOQX: FSMDX (1.14) vs WOOQX (0.31). FSMDX was incepted earlier than WOOQX: FSMDX (14 years) vs WOOQX (9 years). WOOQX (1.09) is less costly to investors than FSMDX (0.03). WOOQX is a more actively managed with annual turnover of: 39.00 vs. FSMDX (8.00). FSMDX (0) and WOOQX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 10.27 vs. WOOQX (5.51). FSMDX return over 5 years is better than : 63.08 vs. WOOQX (1.14).
| FSMDX | WOOQX | FSMDX / WOOQX | |
| Total Expense Ratio | 0.03 | 0.84 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.09 | 2% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.866 | -2.838 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 364M | 11,099% |
| Annual Yield % from dividends | 1.14 | 0.31 | 370% |
| Returns for 1 year | 10.27 | 5.51 | 186% |
| Returns for 3 years | 28.17 | 1.63 | 1,729% |
| Returns for 5 years | 63.08 | 1.14 | 5,555% |
| Returns for 10 years | 111.08 | N/A | - |
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