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FSMAX vs WSMDX
FSMAX vs WSMDX Comparison
Open Charts FSMAX vs WSMDX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Growth I
Price$31.57
Change-$0.52 (-1.62%)
VolumeN/A
CapitalizationN/A
FSMAX vs WSMDX Comparison Chart
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FSMAX vs. WSMDX 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 WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. WSMDX (1.95B). FSMAX pays higher dividends than WSMDX: FSMAX (1.10) vs WSMDX (0.00). FSMAX was incepted earlier than WSMDX: FSMAX (13 years) vs WSMDX (21 years). WSMDX is a more actively managed with annual turnover of: 49.00 vs. FSMAX (18.00). 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 : 35.21 vs. WSMDX (16.41). FSMAX return over 5 years is better than : 51.19 vs. WSMDX (9.96).
| FSMAX | WSMDX | FSMAX / WSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 18.499 | 11.594 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 1.95B | 2,055% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.21 | 16.41 | 215% |
| Returns for 3 years | -0.08 | -22.43 | 0% |
| Returns for 5 years | 51.19 | 9.96 | 514% |
| Returns for 10 years | 81.58 | 53.55 | 152% |
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