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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
JPMorgan Mid Cap Equity R6
Price$63.16
Change-$0.84 (-1.31%)
VolumeN/A
Net Assets5.33B
FSMAX vs JPPEX Comparison Chart
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FSMAX vs. JPPEX 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 JPPEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. JPPEX (5.34B). JPPEX pays higher dividends than FSMAX: JPPEX (0.66) vs FSMAX (0.50). FSMAX was incepted earlier than JPPEX: FSMAX (14 years) vs JPPEX (11 years). JPPEX (0.70) is less costly to investors than FSMAX (0.04). JPPEX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than JPPEX: FSMAX (0) vs JPPEX (15000000). FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. JPPEX (4.29). FSMAX return over 5 years is better than : 60.48 vs. JPPEX (37.49).
| FSMAX | JPPEX | FSMAX / JPPEX | |
| Total Expense Ratio | 0.04 | 0.60 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.70 | 5% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.080 | -0.692 | 301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 5.34B | 705% |
| Annual Yield % from dividends | 0.50 | 0.66 | 76% |
| Returns for 1 year | 11.48 | 4.29 | 268% |
| Returns for 3 years | 47.57 | 30.12 | 158% |
| Returns for 5 years | 60.48 | 37.49 | 161% |
| Returns for 10 years | 66.64 | 37.80 | 176% |
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