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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
JPMorgan Mid Cap Equity R6
Price$65.91
Change+$0.22 (+0.33%)
VolumeN/A
Net Assets5.95B
FSMAX vs JPPEX Comparison Chart in %
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FSMAX vs. JPPEX commentary
Jan 15, 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: 40.1B vs. JPPEX (5.95B). JPPEX pays higher dividends than FSMAX: JPPEX (0.72) vs FSMAX (0.57). 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 : 15.86 vs. JPPEX (3.40). FSMAX return over 5 years is better than : 25.65 vs. JPPEX (17.80).
| 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 | 4.867 | 3.681 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 5.95B | 674% |
| Annual Yield % from dividends | 0.57 | 0.72 | 80% |
| Returns for 1 year | 15.86 | 3.40 | 467% |
| Returns for 3 years | 60.22 | 27.38 | 220% |
| Returns for 5 years | 25.65 | 17.80 | 144% |
| Returns for 10 years | 156.70 | 81.49 | 192% |
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