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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$37.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.78B
JPMorgan Mid Cap Equity R6
Price$64.53
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets5.79B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Dec 25, 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: 45.8B vs. JPPEX (5.8B). FSMDX pays higher dividends than JPPEX: FSMDX (1.24) vs JPPEX (0.61). 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 : 9.14 vs. JPPEX (-0.31). FSMDX return over 5 years is better than : 46.44 vs. JPPEX (18.43).
| 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 | 11.107 | 1.462 | 760% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 5.8B | 790% |
| Annual Yield % from dividends | 1.24 | 0.61 | 202% |
| Returns for 1 year | 9.14 | -0.31 | -2,957% |
| Returns for 3 years | 48.48 | 30.12 | 161% |
| Returns for 5 years | 46.44 | 18.43 | 252% |
| Returns for 10 years | 150.32 | 57.49 | 261% |
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