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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
JPMorgan Mid Cap Equity R6
Price$66.62
Change-$1.03 (-1.52%)
VolumeN/A
Net Assets5.8B
FSMAX vs JPPEX Comparison Chart in %
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FSMAX vs. JPPEX commentary
Nov 14, 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 JPPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. JPPEX (5.81B). JPPEX pays higher dividends than FSMAX: JPPEX (0.62) vs FSMAX (0.43). FSMAX was incepted earlier than JPPEX: FSMAX (14 years) vs JPPEX (12 years). JPPEX (0.70) 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 : 7.45 vs. JPPEX (-1.87). FSMAX return over 5 years is better than : 44.70 vs. JPPEX (20.43).
| 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 | 12 years | - |
| Gain YTD | 11.532 | 6.368 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 5.81B | 715% |
| Annual Yield % from dividends | 0.43 | 0.62 | 69% |
| Returns for 1 year | 7.45 | -1.87 | -399% |
| Returns for 3 years | 55.42 | 28.47 | 195% |
| Returns for 5 years | 44.70 | 20.43 | 219% |
| Returns for 10 years | 106.36 | 60.91 | 175% |
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