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FSMAX vs WMGRX
FSMAX vs WMGRX Comparison
Open Charts FSMAX vs WMGRX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Mid Cap Growth R
Price$25.90
Change-$0.25 (-0.96%)
VolumeN/A
CapitalizationN/A
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FSMAX vs WMGRX Comparison Chart
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FSMAX vs. WMGRX commentary
Sep 21, 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 StrongBuy and WMGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. WMGRX (6.7B). 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 : 27.16 vs. WMGRX (7.11). FSMAX return over 5 years is better than : 46.92 vs. WMGRX (-1.01).
| 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 | 11.991 | 3.600 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 6.7B | 625% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 27.16 | 7.11 | 382% |
| Returns for 3 years | 2.63 | -36.50 | -7% |
| Returns for 5 years | 46.92 | -1.01 | -4,669% |
| Returns for 10 years | 76.39 | 6.98 | 1,095% |
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