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FSMAX vs WSMDX
FSMAX vs WSMDX Comparison
Open Charts FSMAX vs WSMDX
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
William Blair Small-Mid Cap Growth I
Price$25.37
Change+$0.51 (+2.05%)
VolumeN/A
Net Assets1.47B
FSMAX vs WSMDX Comparison Chart
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FSMAX vs. WSMDX commentary
Apr 03, 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 Buy and WSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. WSMDX (1.48B). FSMAX pays higher dividends than WSMDX: FSMAX (0.53) vs WSMDX (0.00). FSMAX was incepted earlier than WSMDX: FSMAX (14 years) vs WSMDX (21 years). WSMDX (1.12) 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 : 2.49 vs. WSMDX (-17.13). FSMAX return over 5 years is better than : 102.79 vs. WSMDX (23.74).
| FSMAX | WSMDX | FSMAX / WSMDX | |
| Total Expense Ratio | 0.04 | 0.99 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.12 | 3% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | -8.429 | -11.309 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.48B | 2,475% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 2.49 | -17.13 | -15% |
| Returns for 3 years | 7.51 | -21.73 | -35% |
| Returns for 5 years | 102.79 | 23.74 | 433% |
| Returns for 10 years | 55.37 | 19.40 | 285% |
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