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FSMAX vs WSMDX
FSMAX vs WSMDX Comparison
Open Charts FSMAX vs WSMDX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Growth I
Price$31.17
Change-$0.12 (-0.38%)
VolumeN/A
CapitalizationN/A
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FSMAX vs WSMDX Comparison Chart
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FSMAX vs. WSMDX 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 WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. WSMDX (1.94B). 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 : 28.78 vs. WSMDX (15.32). FSMAX return over 5 years is better than : 45.86 vs. WSMDX (9.68).
| 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 | 11.184 | 10.180 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 1.94B | 2,158% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 28.78 | 15.32 | 188% |
| Returns for 3 years | 1.47 | -18.59 | -8% |
| Returns for 5 years | 45.86 | 9.68 | 474% |
| Returns for 10 years | 76.52 | 59.93 | 128% |
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