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FSMAX vs WMGRX
FSMAX vs WMGRX Comparison
Open Charts FSMAX vs WMGRX
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
Macquarie Mid Cap Growth R
Price$24.53
Change-$0.25 (-1.01%)
VolumeN/A
Net Assets4.91B
FSMAX vs WMGRX Comparison Chart in %
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FSMAX vs. WMGRX commentary
Aug 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 Hold and WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. WMGRX (4.91B). FSMAX pays higher dividends than WMGRX: FSMAX (0.46) vs WMGRX (0.00). FSMAX was incepted earlier than WMGRX: FSMAX (14 years) vs WMGRX (20 years). WMGRX (1.48) is less costly to investors than FSMAX (0.04). WMGRX is a more actively managed with annual turnover of: 42.00 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 : 18.48 vs. WMGRX (3.02). FSMAX return over 5 years is better than : 51.23 vs. WMGRX (-24.73).
| 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 | 20 years | - |
| Gain YTD | 4.401 | 4.695 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 4.91B | 807% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.48 | 3.02 | 611% |
| Returns for 3 years | 39.75 | -10.11 | -393% |
| Returns for 5 years | 51.23 | -24.73 | -207% |
| Returns for 10 years | 83.14 | 9.27 | 897% |