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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$38.55
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets45.79B
JPMorgan Mid Cap Equity R6
Price$65.91
Change+$0.22 (+0.33%)
VolumeN/A
Net Assets5.95B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. JPPEX (5.95B). FSMDX pays higher dividends than JPPEX: FSMDX (1.10) vs JPPEX (0.72). FSMDX was incepted earlier than JPPEX: FSMDX (14 years) vs JPPEX (12 years). JPPEX (0.72) 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 : 14.17 vs. JPPEX (3.40). FSMDX return over 5 years is better than : 47.23 vs. JPPEX (17.80).
| FSMDX | JPPEX | FSMDX / JPPEX | |
| Total Expense Ratio | 0.03 | 0.60 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.72 | 3% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 4.197 | 3.681 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 5.95B | 770% |
| Annual Yield % from dividends | 1.10 | 0.72 | 153% |
| Returns for 1 year | 14.17 | 3.40 | 417% |
| Returns for 3 years | 45.82 | 27.38 | 167% |
| Returns for 5 years | 47.23 | 17.80 | 265% |
| Returns for 10 years | 188.12 | 81.49 | 231% |
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