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FSMDX vs JMEEX
FSMDX vs JMEEX Comparison
Open Charts FSMDX vs JMEEX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
JPMorgan Mid Cap Equity R5
Price$65.47
Change-$2.10 (-3.11%)
VolumeN/A
Net Assets5.99B
FSMDX vs JMEEX Comparison Chart in %
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FSMDX vs. JMEEX 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 JMEEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. JMEEX (5.99B). FSMDX pays higher dividends than JMEEX: FSMDX (1.07) vs JMEEX (0.57). FSMDX was incepted earlier than JMEEX: FSMDX (14 years) vs JMEEX (12 years). JMEEX (0.82) is less costly to investors than FSMDX (0.03). JMEEX is a more actively managed with annual turnover of: 61.00 vs. FSMDX (15.00). FSMDX (0) and JMEEX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. JMEEX (-0.09). FSMDX return over 5 years is better than : 44.63 vs. JMEEX (15.17).
| FSMDX | JMEEX | FSMDX / JMEEX | |
| Total Expense Ratio | 0.03 | 0.70 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.82 | 3% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 3.683 | 2.811 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 5.99B | 784% |
| Annual Yield % from dividends | 1.07 | 0.57 | 188% |
| Returns for 1 year | 10.78 | -0.09 | -12,398% |
| Returns for 3 years | 39.55 | 21.82 | 181% |
| Returns for 5 years | 44.63 | 15.17 | 294% |
| Returns for 10 years | 187.08 | 81.27 | 230% |
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