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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$102.97
Change+$0.21 (+0.20%)
VolumeN/A
Net Assets41.03B
JPMorgan Mid Cap Equity R6
Price$64.53
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets5.79B
FSMAX vs JPPEX Comparison Chart in %
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FSMAX vs. JPPEX commentary
Dec 25, 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: 41B vs. JPPEX (5.8B). JPPEX pays higher dividends than FSMAX: JPPEX (0.61) vs FSMAX (0.43). 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 : 10.83 vs. JPPEX (-0.31). FSMAX return over 5 years is better than : 25.98 vs. JPPEX (18.43).
| 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 | 13.072 | 1.462 | 894% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 5.8B | 708% |
| Annual Yield % from dividends | 0.43 | 0.61 | 70% |
| Returns for 1 year | 10.83 | -0.31 | -3,504% |
| Returns for 3 years | 66.22 | 30.12 | 220% |
| Returns for 5 years | 25.98 | 18.43 | 141% |
| Returns for 10 years | 119.01 | 57.49 | 207% |
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