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FSMAX vs JMCEX
FSMAX vs JMCEX Comparison
Open Charts FSMAX vs JMCEX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
JPMorgan Mid Cap Equity R2
Price$63.10
Change+$0.40 (+0.64%)
VolumeN/A
Net Assets5.64B
FSMAX vs JMCEX Comparison Chart in %
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FSMAX vs. JMCEX commentary
Jul 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 FSMAX is a Buy and JMCEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. JMCEX (5.64B). FSMAX pays higher dividends than JMCEX: FSMAX (0.47) vs JMCEX (0.13). FSMAX was incepted earlier than JMCEX: FSMAX (14 years) vs JMCEX (11 years). JMCEX (1.61) is less costly to investors than FSMAX (0.04). JMCEX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (9.00). FSMAX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. JMCEX (9.27). FSMAX return over 5 years is better than : 64.88 vs. JMCEX (35.10).
| FSMAX | JMCEX | FSMAX / JMCEX | |
| Total Expense Ratio | 0.04 | 1.35 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.61 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 4.632 | 4.211 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.64B | 696% |
| Annual Yield % from dividends | 0.47 | 0.13 | 361% |
| Returns for 1 year | 18.61 | 9.27 | 201% |
| Returns for 3 years | 54.62 | 32.41 | 169% |
| Returns for 5 years | 64.88 | 35.10 | 185% |
| Returns for 10 years | 81.19 | 34.79 | 233% |
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