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FSMAX vs WMGRX
FSMAX vs WMGRX Comparison
Open Charts FSMAX vs WMGRX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Macquarie Mid Cap Growth R
Price$21.97
Change+$0.35 (+1.62%)
VolumeN/A
Net Assets4.84B
FSMAX vs WMGRX Comparison Chart
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FSMAX vs. WMGRX commentary
May 09, 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 WMGRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. WMGRX (4.84B). FSMAX pays higher dividends than WMGRX: FSMAX (0.54) vs WMGRX (0.00). FSMAX was incepted earlier than WMGRX: FSMAX (14 years) vs WMGRX (19 years). WMGRX (1.48) is less costly to investors than FSMAX (0.04). WMGRX is a more actively managed with annual turnover of: 27.00 vs. FSMAX (9.00). FSMAX (0) and WMGRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. WMGRX (-13.57). FSMAX return over 5 years is better than : 60.52 vs. WMGRX (-18.24).
| FSMAX | WMGRX | FSMAX / WMGRX | |
| Total Expense Ratio | 0.04 | 1.29 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.48 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -7.989 | -6.231 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 4.84B | 744% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | -13.57 | -29% |
| Returns for 3 years | 32.38 | -12.23 | -265% |
| Returns for 5 years | 60.52 | -18.24 | -332% |
| Returns for 10 years | 59.20 | -5.34 | -1,108% |
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