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FSMDX vs JPPEX
FSMDX vs JPPEX Comparison
Open Charts FSMDX vs JPPEX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
JPMorgan Mid Cap Equity R6
Price$65.37
Change-$2.16 (-3.20%)
VolumeN/A
Net Assets5.99B
FSMDX vs JPPEX Comparison Chart in %
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FSMDX vs. JPPEX commentary
Feb 05, 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 Buy and JPPEX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. JPPEX (5.99B). FSMDX pays higher dividends than JPPEX: FSMDX (1.07) vs JPPEX (0.70). 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 : 10.78 vs. JPPEX (0.03). FSMDX return over 5 years is better than : 44.63 vs. JPPEX (15.77).
| 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 | 3.683 | 2.832 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 5.99B | 784% |
| Annual Yield % from dividends | 1.07 | 0.70 | 152% |
| Returns for 1 year | 10.78 | 0.03 | 42,159% |
| Returns for 3 years | 39.55 | 22.20 | 178% |
| Returns for 5 years | 44.63 | 15.77 | 283% |
| Returns for 10 years | 187.08 | 82.95 | 226% |
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