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FSMAX vs WAMFX
FSMAX vs WAMFX Comparison
Open Charts FSMAX vs WAMFX
Fidelity Extended Market Index
Price$95.75
Change-$1.12 (-1.16%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Midcap
Price$23.69
Change-$0.15 (-0.63%)
VolumeN/A
CapitalizationN/A
FSMAX vs WAMFX Comparison Chart
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FSMAX vs. WAMFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B 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 (13 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 : 24.85 vs. WAMFX (12.75). FSMAX return over 5 years is better than : 54.67 vs. WAMFX (31.18).
| FSMAX | WAMFX | FSMAX / WAMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 22.662 | 11.489 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 165M | 26,970% |
| Annual Yield % from dividends | 1.10 | 0.48 | 227% |
| Returns for 1 year | 24.85 | 12.75 | 195% |
| Returns for 3 years | 15.90 | 7.52 | 211% |
| Returns for 5 years | 54.67 | 31.18 | 175% |
| Returns for 10 years | 88.57 | 69.46 | 128% |
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