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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
JPMorgan Mid Cap Equity R6
Price$67.05
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets5.73B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX 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 JPPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. JPPEX (5.73B). FSMDX pays higher dividends than JPPEX: FSMDX (1.25) vs JPPEX (0.62). FSMDX was incepted earlier than JPPEX: FSMDX (14 years) vs JPPEX (12 years). JPPEX (0.70) is less costly to investors than FSMDX (0.03). JPPEX is a more actively managed with annual turnover of: 61.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than JPPEX: FSMDX (0) vs JPPEX (15000000). FSMDX annual gain was more profitable for investors over the last year : 6.48 vs. JPPEX (0.60). FSMDX return over 5 years is better than : 60.77 vs. JPPEX (25.17).
| FSMDX | JPPEX | FSMDX / JPPEX | |
| Total Expense Ratio | 0.03 | 0.60 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.70 | 4% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 8.969 | 5.425 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 5.73B | 793% |
| Annual Yield % from dividends | 1.25 | 0.62 | 202% |
| Returns for 1 year | 6.48 | 0.60 | 1,086% |
| Returns for 3 years | 52.66 | 37.19 | 142% |
| Returns for 5 years | 60.77 | 25.17 | 241% |
| Returns for 10 years | 135.66 | 55.43 | 245% |
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