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FSMAX vs JMCEX
FSMAX vs JMCEX Comparison
Open Charts FSMAX vs JMCEX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
JPMorgan Mid Cap Equity R2
Price$61.88
Change-$2.05 (-3.21%)
VolumeN/A
Net Assets5.98B
FSMAX vs JMCEX Comparison Chart in %
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FSMAX vs. JMCEX commentary
Feb 05, 2026
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 FSMAX is a Hold and JMCEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. JMCEX (5.98B). FSMAX pays higher dividends than JMCEX: FSMAX (0.56) vs JMCEX (0.18). FSMAX was incepted earlier than JMCEX: FSMAX (14 years) vs JMCEX (12 years). JMCEX (1.60) is less costly to investors than FSMAX (0.04). JMCEX is a more actively managed with annual turnover of: 61.00 vs. FSMAX (15.00). FSMAX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. JMCEX (-1.04). FSMAX return over 5 years is better than : 19.23 vs. JMCEX (11.16).
| FSMAX | JMCEX | FSMAX / JMCEX | |
| Total Expense Ratio | 0.04 | 1.35 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.60 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 3.050 | 2.757 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 5.98B | 679% |
| Annual Yield % from dividends | 0.56 | 0.18 | 312% |
| Returns for 1 year | 10.51 | -1.04 | -1,013% |
| Returns for 3 years | 48.06 | 18.87 | 255% |
| Returns for 5 years | 19.23 | 11.16 | 172% |
| Returns for 10 years | 157.02 | 67.57 | 232% |
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