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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
JPMorgan Mid Cap Equity R6
Price$66.52
Change+$0.43 (+0.65%)
VolumeN/A
Net Assets5.64B
FSMAX vs JPPEX Comparison Chart in %
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FSMAX vs. JPPEX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. JPPEX (5.64B). JPPEX pays higher dividends than FSMAX: JPPEX (0.64) vs FSMAX (0.47). 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 : 18.61 vs. JPPEX (10.30). FSMAX return over 5 years is better than : 64.88 vs. JPPEX (40.79).
| 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 | 4.632 | 4.591 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.64B | 696% |
| Annual Yield % from dividends | 0.47 | 0.64 | 74% |
| Returns for 1 year | 18.61 | 10.30 | 181% |
| Returns for 3 years | 54.62 | 34.99 | 156% |
| Returns for 5 years | 64.88 | 40.79 | 159% |
| Returns for 10 years | 81.19 | 46.41 | 175% |
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