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FSMAX vs WSMDX
FSMAX vs WSMDX Comparison
Open Charts FSMAX vs WSMDX
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
William Blair Small-Mid Cap Growth I
Price$25.27
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets1.42B
FSMAX vs WSMDX Comparison Chart
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FSMAX vs. WSMDX commentary
Jun 07, 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 WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. WSMDX (1.42B). FSMAX pays higher dividends than WSMDX: FSMAX (0.50) vs WSMDX (0.00). FSMAX was incepted earlier than WSMDX: FSMAX (14 years) vs WSMDX (21 years). WSMDX (1.11) is less costly to investors than FSMAX (0.04). WSMDX is a more actively managed with annual turnover of: 63.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than WSMDX: FSMAX (0) vs WSMDX (500000). FSMAX annual gain was more profitable for investors over the last year : 11.51 vs. WSMDX (-13.28). FSMAX return over 5 years is better than : 51.40 vs. WSMDX (-9.72).
| FSMAX | WSMDX | FSMAX / WSMDX | |
| Total Expense Ratio | 0.04 | 0.99 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.11 | 3% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | -1.540 | -9.847 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.42B | 2,646% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.51 | -13.28 | -87% |
| Returns for 3 years | 32.40 | -8.01 | -405% |
| Returns for 5 years | 51.40 | -9.72 | -529% |
| Returns for 10 years | 69.19 | 20.85 | 332% |
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