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FSMAX vs WAMFX
FSMAX vs WAMFX Comparison
Open Charts FSMAX vs WAMFX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Boston Trust Walden Midcap
Price$23.18
Change-$0.22 (-0.94%)
VolumeN/A
Net Assets164.51M
FSMAX vs WAMFX Comparison Chart
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FSMAX vs. WAMFX commentary
Feb 23, 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 FSMAX is a Hold and WAMFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. WAMFX (165M). FSMAX pays higher dividends than WAMFX: FSMAX (1.10) vs WAMFX (0.48). FSMAX was incepted earlier than WAMFX: FSMAX (13 years) vs WAMFX (14 years). WAMFX is a more actively managed with annual turnover of: 25.92 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than WAMFX: FSMAX (0) vs WAMFX (100000). FSMAX annual gain was more profitable for investors over the last year : 15.39 vs. WAMFX (6.70). FSMAX return over 5 years is better than : 41.45 vs. WAMFX (26.51).
| FSMAX | WAMFX | FSMAX / WAMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 0.341 | 1.916 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 165M | 25,394% |
| Annual Yield % from dividends | 1.10 | 0.48 | 227% |
| Returns for 1 year | 15.39 | 6.70 | 230% |
| Returns for 3 years | 24.35 | 10.65 | 229% |
| Returns for 5 years | 41.45 | 26.51 | 156% |
| Returns for 10 years | 72.15 | 61.75 | 117% |
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