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FSMAX vs WMGRX
FSMAX vs WMGRX Comparison
Open Charts FSMAX vs WMGRX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Mid Cap Growth R
Price$25.70
Change-$0.63 (-2.39%)
VolumeN/A
CapitalizationN/A
FSMAX vs WMGRX Comparison Chart
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FSMAX vs. WMGRX commentary
Nov 18, 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 StrongSell and WMGRX is a Sell.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. WMGRX (6.32B). FSMAX pays higher dividends than WMGRX: FSMAX (1.10) vs WMGRX (0.00). FSMAX was incepted earlier than WMGRX: FSMAX (13 years) vs WMGRX (19 years). WMGRX is a more actively managed with annual turnover of: 23.00 vs. FSMAX (18.00). FSMAX (0) and WMGRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 35.21 vs. WMGRX (9.55). FSMAX return over 5 years is better than : 51.19 vs. WMGRX (-5.24).
| FSMAX | WMGRX | FSMAX / WMGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 18.499 | 3.964 | 467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 6.32B | 633% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.21 | 9.55 | 369% |
| Returns for 3 years | -0.08 | -40.01 | 0% |
| Returns for 5 years | 51.19 | -5.24 | -978% |
| Returns for 10 years | 81.58 | 5.37 | 1,519% |
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