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FSMAX vs JPPEX
FSMAX vs JPPEX Comparison
Open Charts FSMAX vs JPPEX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
JPMorgan Mid Cap Equity R6
Price$67.41
Change+$0.45 (+0.67%)
VolumeN/A
Net Assets5.91B
FSMAX vs JPPEX Comparison Chart in %
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FSMAX vs. JPPEX commentary
Jul 28, 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 StrongBuy and JPPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. JPPEX (5.91B). 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 : 15.33 vs. JPPEX (10.06). FSMAX return over 5 years is better than : 61.91 vs. JPPEX (38.05).
| 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 | 6.195 | 5.991 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.91B | 663% |
| Annual Yield % from dividends | 0.47 | 0.64 | 74% |
| Returns for 1 year | 15.33 | 10.06 | 152% |
| Returns for 3 years | 51.73 | 33.51 | 154% |
| Returns for 5 years | 61.91 | 38.05 | 163% |
| Returns for 10 years | 86.12 | 48.09 | 179% |
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