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FSMAX vs WAMFX
FSMAX vs WAMFX Comparison
Open Charts FSMAX vs WAMFX
Fidelity Extended Market Index
Price$86.92
Change-$2.39 (-2.68%)
VolumeN/A
Net Assets36.02B
Boston Trust Walden Midcap
Price$22.86
Change-$0.48 (-2.06%)
VolumeN/A
Net Assets166.28M
FSMAX vs WAMFX Comparison Chart
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FSMAX vs. WAMFX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. WAMFX (166M). WAMFX (0.54) and FSMAX (0.54) 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 : 8.66 vs. WAMFX (3.33). FSMAX return over 5 years is better than : 67.82 vs. WAMFX (51.18).
| 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 | -1.728 | 1.655 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 166M | 21,687% |
| Annual Yield % from dividends | 0.54 | 0.54 | 99% |
| Returns for 1 year | 8.66 | 3.33 | 260% |
| Returns for 3 years | 40.07 | 17.95 | 223% |
| Returns for 5 years | 67.82 | 51.18 | 133% |
| Returns for 10 years | 67.47 | 59.45 | 114% |
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