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FSMAX vs WAMFX
FSMAX vs WAMFX Comparison
Open Charts FSMAX vs WAMFX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Boston Trust Walden Midcap
Price$23.36
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets165.23M
FSMAX vs WAMFX Comparison Chart
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FSMAX vs. WAMFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B 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 : 26.14 vs. WAMFX (11.21). FSMAX return over 5 years is better than : 48.39 vs. WAMFX (25.30).
| 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 | 3.994 | 1.742 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 165M | 24,727% |
| Annual Yield % from dividends | 1.10 | 0.48 | 227% |
| Returns for 1 year | 26.14 | 11.21 | 233% |
| Returns for 3 years | 21.40 | 5.03 | 425% |
| Returns for 5 years | 48.39 | 25.30 | 191% |
| Returns for 10 years | 90.18 | 70.18 | 128% |