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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
JPMorgan Mid Cap Equity R6
Price$66.62
Change-$1.03 (-1.52%)
VolumeN/A
Net Assets5.8B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Nov 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. JPPEX (5.81B). FSMDX pays higher dividends than JPPEX: FSMDX (1.26) 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 : 4.61 vs. JPPEX (-3.29). FSMDX return over 5 years is better than : 55.70 vs. JPPEX (18.60).
| 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 | 10.424 | 4.748 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 5.81B | 775% |
| Annual Yield % from dividends | 1.26 | 0.62 | 201% |
| Returns for 1 year | 4.61 | -3.29 | -140% |
| Returns for 3 years | 43.53 | 28.22 | 154% |
| Returns for 5 years | 55.70 | 18.60 | 300% |
| Returns for 10 years | 141.06 | 56.55 | 249% |
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