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FSMDX vs JMCEX
FSMDX vs JMCEX Comparison
Open Charts FSMDX vs JMCEX
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
JPMorgan Mid Cap Equity R2
Price$63.46
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets5.73B
FSMDX vs JMCEX Comparison Chart in %
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FSMDX vs. JMCEX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. JMCEX (5.73B). FSMDX pays higher dividends than JMCEX: FSMDX (1.25) 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 : 6.48 vs. JMCEX (-0.36). FSMDX return over 5 years is better than : 60.77 vs. JMCEX (20.08).
| 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 | 8.969 | 4.806 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 5.73B | 793% |
| Annual Yield % from dividends | 1.25 | 0.13 | 981% |
| Returns for 1 year | 6.48 | -0.36 | -1,790% |
| Returns for 3 years | 52.66 | 34.58 | 152% |
| Returns for 5 years | 60.77 | 20.08 | 303% |
| Returns for 10 years | 135.66 | 42.98 | 316% |
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