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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
JPMorgan Mid Cap Equity R2
Price$63.02
Change-$0.98 (-1.53%)
VolumeN/A
Net Assets5.72B
FSMDX vs JMCEX Comparison Chart in %
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FSMDX vs. JMCEX 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 FSMDX is a Hold and JMCEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. JMCEX (5.72B). FSMDX pays higher dividends than JMCEX: FSMDX (1.26) vs JMCEX (0.13). FSMDX was incepted earlier than JMCEX: FSMDX (14 years) vs JMCEX (12 years). JMCEX (1.61) is less costly to investors than FSMDX (0.03). JMCEX is a more actively managed with annual turnover of: 61.00 vs. FSMDX (15.00). FSMDX (0) and JMCEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 4.61 vs. JMCEX (-4.21). FSMDX return over 5 years is better than : 55.70 vs. JMCEX (13.78).
| FSMDX | JMCEX | FSMDX / JMCEX | |
| Total Expense Ratio | 0.03 | 1.35 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.61 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 10.424 | 4.079 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 5.72B | 787% |
| Annual Yield % from dividends | 1.26 | 0.13 | 978% |
| Returns for 1 year | 4.61 | -4.21 | -110% |
| Returns for 3 years | 43.53 | 25.75 | 169% |
| Returns for 5 years | 55.70 | 13.78 | 404% |
| Returns for 10 years | 141.06 | 44.02 | 320% |
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