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FSMDX vs JNVYX
FSMDX vs JNVYX Comparison
Open Charts FSMDX vs JNVYX
Fidelity Mid Cap Index
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets45.78B
Jensen Quality Mid Cap Y
Price$16.55
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets127.77M
FSMDX vs JNVYX Comparison Chart in %
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FSMDX vs. JNVYX commentary
Dec 28, 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 JNVYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. JNVYX (128M). FSMDX pays higher dividends than JNVYX: FSMDX (1.24) vs JNVYX (0.64). FSMDX was incepted earlier than JNVYX: FSMDX (14 years) vs JNVYX (6 years). JNVYX (0.86) is less costly to investors than FSMDX (0.03). JNVYX is a more actively managed with annual turnover of: 24.87 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than JNVYX: FSMDX (0) vs JNVYX (1000000). FSMDX annual gain was more profitable for investors over the last year : 9.24 vs. JNVYX (-12.49). FSMDX return over 5 years is better than : 46.79 vs. JNVYX (13.12).
| FSMDX | JNVYX | FSMDX / JNVYX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.86 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 11.374 | -10.994 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 128M | 35,781% |
| Annual Yield % from dividends | 1.24 | 0.64 | 194% |
| Returns for 1 year | 9.24 | -12.49 | -74% |
| Returns for 3 years | 49.07 | 9.58 | 512% |
| Returns for 5 years | 46.79 | 13.12 | 357% |
| Returns for 10 years | 149.26 | N/A | - |
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