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FSMAX vs WAMFX
FSMAX vs WAMFX Comparison
Open Charts FSMAX vs WAMFX
Fidelity Extended Market Index
Price$76.01
Change-$3.55 (-4.46%)
VolumeN/A
Net Assets36.55B
Boston Trust Walden Midcap
Price$20.98
Change-$0.53 (-2.46%)
VolumeN/A
Net Assets152.68M
FSMAX vs WAMFX Comparison Chart
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FSMAX vs. WAMFX commentary
Apr 11, 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 Buy and WAMFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. WAMFX (153M). FSMAX (0.53) and WAMFX (0.53) have matching dividends . FSMAX was incepted earlier than WAMFX: FSMAX (14 years) vs WAMFX (14 years). WAMFX (0.98) 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 : -1.02 vs. WAMFX (-3.88). FSMAX return over 5 years is better than : 67.38 vs. WAMFX (42.30).
| FSMAX | WAMFX | FSMAX / WAMFX | |
| Total Expense Ratio | 0.04 | 0.98 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.98 | 4% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -12.456 | -6.315 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 153M | 23,856% |
| Annual Yield % from dividends | 0.53 | 0.53 | 100% |
| Returns for 1 year | -1.02 | -3.88 | 26% |
| Returns for 3 years | 8.74 | -1.05 | -831% |
| Returns for 5 years | 67.38 | 42.30 | 159% |
| Returns for 10 years | 49.16 | 48.68 | 101% |
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