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FSMAX vs JMCEX
FSMAX vs JMCEX Comparison
Open Charts FSMAX vs JMCEX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
JPMorgan Mid Cap Equity R2
Price$59.94
Change-$0.79 (-1.30%)
VolumeN/A
Net Assets5.33B
FSMAX vs JMCEX Comparison Chart
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FSMAX vs. JMCEX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. JMCEX (5.34B). FSMAX pays higher dividends than JMCEX: FSMAX (0.50) vs JMCEX (0.14). 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 : 11.48 vs. JMCEX (3.29). FSMAX return over 5 years is better than : 60.48 vs. JMCEX (31.91).
| 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 | -2.080 | -1.007 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 5.34B | 705% |
| Annual Yield % from dividends | 0.50 | 0.14 | 369% |
| Returns for 1 year | 11.48 | 3.29 | 349% |
| Returns for 3 years | 47.57 | 27.62 | 172% |
| Returns for 5 years | 60.48 | 31.91 | 190% |
| Returns for 10 years | 66.64 | 26.96 | 247% |
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