Interact to see
Advertisement
Advertisement
FSMDX vs JNVIX
FSMDX vs JNVIX Comparison
Open Charts FSMDX vs JNVIX
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
Jensen Quality Mid Cap I
Price$18.60
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets144.74M
FSMDX vs JNVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. JNVIX 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 JNVIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. JNVIX (145M). FSMDX pays higher dividends than JNVIX: FSMDX (1.25) vs JNVIX (0.55). 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 : 6.48 vs. JNVIX (-9.00). FSMDX return over 5 years is better than : 60.77 vs. JNVIX (36.49).
| 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 | 8.969 | -0.252 | -3,559% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 145M | 31,310% |
| Annual Yield % from dividends | 1.25 | 0.55 | 226% |
| Returns for 1 year | 6.48 | -9.00 | -72% |
| Returns for 3 years | 52.66 | 29.02 | 181% |
| Returns for 5 years | 60.77 | 36.49 | 167% |
| Returns for 10 years | 135.66 | 62.20 | 218% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLE | 85.98 | 0.70 | +0.82% |
| The Energy Select Sector SPDR® ETF | |||
| FFOG | 46.92 | 0.15 | +0.32% |
| Franklin Focused Growth ETF | |||
| PBMY | 29.48 | 0.08 | +0.27% |
| PGIM S&P 500 Buffer 20 ETF - May | |||
| MEM | 36.28 | 0.02 | +0.06% |
| Matthews Emerging Markets Eq Actv ETF | |||
| JHMD | 40.21 | -0.09 | -0.22% |
| JHancock Multifactor Developed Intl ETF | |||