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FSMAX vs WSMDX
FSMAX vs WSMDX Comparison
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FSMAX vs WSMDX Comparison Chart in %
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FSMAX vs. WSMDX commentary
Jun 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. WSMDX (1.31B). FSMAX pays higher dividends than WSMDX: FSMAX (0.50) vs WSMDX (0.00). FSMAX was incepted earlier than WSMDX: FSMAX (15 years) vs WSMDX (23 years). WSMDX (1.12) is less costly to investors than FSMAX (0.04). WSMDX is a more actively managed with annual turnover of: 57.00 vs. FSMAX (23.00). 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 : 30.47 vs. WSMDX (22.92). FSMAX return over 5 years is better than : 35.19 vs. WSMDX (-17.76).
| FSMAX | WSMDX | FSMAX / WSMDX | |
| Total Expense Ratio | 0.04 | 0.99 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.12 | 3% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 15.556 | 13.598 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.31B | 3,270% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 30.47 | 22.92 | 133% |
| Returns for 3 years | 74.03 | 11.72 | 631% |
| Returns for 5 years | 35.19 | -17.76 | -198% |
| Returns for 10 years | 153.75 | 63.83 | 241% |
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