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FSMAX vs JMCEX
FSMAX vs JMCEX Comparison
Open Charts FSMAX vs JMCEX
Fidelity Extended Market Index
Price$101.01
Change+$0.91 (+0.91%)
VolumeN/A
Net Assets41.05B
JPMorgan Mid Cap Equity R2
Price$63.92
Change+$0.75 (+1.19%)
VolumeN/A
Net Assets5.74B
FSMAX vs JMCEX Comparison Chart in %
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FSMAX vs. JMCEX commentary
Sep 29, 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 Hold and JMCEX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. JMCEX (5.74B). FSMAX pays higher dividends than JMCEX: FSMAX (0.44) vs JMCEX (0.13). FSMAX was incepted earlier than JMCEX: FSMAX (14 years) vs JMCEX (12 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 (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 : 16.92 vs. JMCEX (2.91). FSMAX return over 5 years is better than : 63.96 vs. JMCEX (31.12).
| 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 | 12 years | - |
| Gain YTD | 11.147 | 5.566 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 5.74B | 714% |
| Annual Yield % from dividends | 0.44 | 0.13 | 348% |
| Returns for 1 year | 16.92 | 2.91 | 582% |
| Returns for 3 years | 71.41 | 40.42 | 177% |
| Returns for 5 years | 63.96 | 31.12 | 206% |
| Returns for 10 years | 118.30 | 53.24 | 222% |
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