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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
JPMorgan Mid Cap Equity R6
Price$65.37
Change-$2.16 (-3.20%)
VolumeN/A
Net Assets5.99B
FSMAX vs JPPEX Comparison Chart in %
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FSMAX vs. JPPEX 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 JPPEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. JPPEX (5.99B). JPPEX pays higher dividends than FSMAX: JPPEX (0.70) vs FSMAX (0.56). FSMAX was incepted earlier than JPPEX: FSMAX (14 years) vs JPPEX (12 years). JPPEX (0.72) is less costly to investors than FSMAX (0.04). JPPEX is a more actively managed with annual turnover of: 61.00 vs. FSMAX (15.00). 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 : 10.51 vs. JPPEX (0.03). FSMAX return over 5 years is better than : 19.23 vs. JPPEX (15.77).
| FSMAX | JPPEX | FSMAX / JPPEX | |
| Total Expense Ratio | 0.04 | 0.60 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.72 | 5% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 3.050 | 2.832 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 5.99B | 678% |
| Annual Yield % from dividends | 0.56 | 0.70 | 80% |
| Returns for 1 year | 10.51 | 0.03 | 41,102% |
| Returns for 3 years | 48.06 | 22.20 | 217% |
| Returns for 5 years | 19.23 | 15.77 | 122% |
| Returns for 10 years | 157.02 | 82.95 | 189% |
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