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FSMAX vs WAMFX
FSMAX vs WAMFX Comparison
Open Charts FSMAX vs WAMFX
Fidelity Extended Market Index
Price$90.53
Change-$0.18 (-0.20%)
VolumeN/A
Net Assets37.61B
Boston Trust Walden Midcap
Price$23.09
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets165.75M
FSMAX vs WAMFX Comparison Chart
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FSMAX vs. WAMFX commentary
Jun 13, 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 StrongBuy and WAMFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. WAMFX (166M). WAMFX (0.52) and FSMAX (0.50) have matching dividends . FSMAX was incepted earlier than WAMFX: FSMAX (14 years) vs WAMFX (14 years). WAMFX (1.02) is less costly to investors than FSMAX (0.04). WAMFX is a more actively managed with annual turnover of: 24.20 vs. FSMAX (9.00). 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 : 12.56 vs. WAMFX (4.87). FSMAX return over 5 years is better than : 63.58 vs. WAMFX (43.32).
| FSMAX | WAMFX | FSMAX / WAMFX | |
| Total Expense Ratio | 0.04 | 1.00 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.02 | 3% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -0.187 | 0.392 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 166M | 22,651% |
| Annual Yield % from dividends | 0.50 | 0.52 | 95% |
| Returns for 1 year | 12.56 | 4.87 | 258% |
| Returns for 3 years | 49.94 | 20.70 | 241% |
| Returns for 5 years | 63.58 | 43.32 | 147% |
| Returns for 10 years | 70.78 | 59.01 | 120% |
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