Interact to see
Advertisement
Advertisement
FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Jensen Quality Mid Cap I
Price$16.44
Change-$1.89 (-10.31%)
VolumeN/A
Net Assets137.63M
FSMDX vs JNVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JNVIX 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 JNVIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. JNVIX (138M). FSMDX pays higher dividends than JNVIX: FSMDX (1.26) vs JNVIX (0.58). FSMDX was incepted earlier than JNVIX: FSMDX (14 years) vs JNVIX (16 years). JNVIX (0.88) is less costly to investors than FSMDX (0.03). JNVIX is a more actively managed with annual turnover of: 24.87 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than JNVIX: FSMDX (0) vs JNVIX (250000). FSMDX annual gain was more profitable for investors over the last year : 4.61 vs. JNVIX (-16.18). FSMDX return over 5 years is better than : 55.70 vs. JNVIX (16.47).
| FSMDX | JNVIX | FSMDX / JNVIX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.88 | 3% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 10.424 | -11.836 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 138M | 32,609% |
| Annual Yield % from dividends | 1.26 | 0.58 | 218% |
| Returns for 1 year | 4.61 | -16.18 | -28% |
| Returns for 3 years | 43.53 | 5.82 | 747% |
| Returns for 5 years | 55.70 | 16.47 | 338% |
| Returns for 10 years | 141.06 | 47.33 | 298% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers