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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 %
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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 : 4.21 vs. JNVIX (-11.57). FSMDX return over 5 years is better than : 55.45 vs. JNVIX (29.86).
| 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 | 10.246 | -1.700 | -603% |
| 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 | 4.21 | -11.57 | -36% |
| Returns for 3 years | 41.46 | 17.10 | 242% |
| Returns for 5 years | 55.45 | 29.86 | 186% |
| Returns for 10 years | 143.82 | 66.51 | 216% |
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