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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
JPMorgan Mid Cap Equity R2
Price$61.88
Change-$2.05 (-3.21%)
VolumeN/A
Net Assets5.98B
FSMDX vs JMCEX Comparison Chart in %
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FSMDX vs. JMCEX commentary
Feb 05, 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 FSMDX is a Buy and JMCEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. JMCEX (5.98B). FSMDX pays higher dividends than JMCEX: FSMDX (1.07) vs JMCEX (0.18). FSMDX was incepted earlier than JMCEX: FSMDX (14 years) vs JMCEX (12 years). JMCEX (1.60) 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 : 10.78 vs. JMCEX (-1.04). FSMDX return over 5 years is better than : 44.63 vs. JMCEX (11.16).
| FSMDX | JMCEX | FSMDX / JMCEX | |
| Total Expense Ratio | 0.03 | 1.35 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.60 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 3.683 | 2.757 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 5.98B | 785% |
| Annual Yield % from dividends | 1.07 | 0.18 | 597% |
| Returns for 1 year | 10.78 | -1.04 | -1,039% |
| Returns for 3 years | 39.55 | 18.87 | 210% |
| Returns for 5 years | 44.63 | 11.16 | 400% |
| Returns for 10 years | 187.08 | 67.57 | 277% |
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