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FSMAX vs JMGFX
FSMAX vs JMGFX Comparison
Open Charts FSMAX vs JMGFX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
JPMorgan Mid Cap Growth R5
Price$50.81
Change-$6.97 (-12.06%)
VolumeN/A
Net Assets12.24B
FSMAX vs JMGFX Comparison Chart in %
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FSMAX vs. JMGFX 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 JMGFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. JMGFX (12.2B). FSMAX pays higher dividends than JMGFX: FSMAX (0.56) vs JMGFX (0.00). FSMAX was incepted earlier than JMGFX: FSMAX (14 years) vs JMGFX (14 years). JMGFX (0.80) is less costly to investors than FSMAX (0.04). JMGFX is a more actively managed with annual turnover of: 67.00 vs. FSMAX (15.00). FSMAX (0) and JMGFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. JMGFX (-6.12). FSMAX return over 5 years is better than : 19.23 vs. JMGFX (-7.40).
| FSMAX | JMGFX | FSMAX / JMGFX | |
| Total Expense Ratio | 0.04 | 0.74 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.80 | 4% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 3.050 | -0.509 | -599% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 12.2B | 333% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | -6.12 | -172% |
| Returns for 3 years | 48.06 | 19.58 | 245% |
| Returns for 5 years | 19.23 | -7.40 | -260% |
| Returns for 10 years | 157.02 | 119.33 | 132% |
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