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FSMAX vs WSMRX
FSMAX vs WSMRX Comparison
Open Charts FSMAX vs WSMRX
Fidelity Extended Market Index
Price$82.56
Change-$3.04 (-3.55%)
VolumeN/A
Net Assets39.44B
William Blair Small-Mid Cap Growth R6
Price$24.70
Change-$0.90 (-3.52%)
VolumeN/A
Net Assets1.54B
FSMAX vs WSMRX Comparison Chart
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FSMAX vs. WSMRX commentary
Mar 11, 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 Hold and WSMRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.4B vs. WSMRX (1.54B). FSMAX pays higher dividends than WSMRX: FSMAX (0.49) vs WSMRX (0.00). FSMAX was incepted earlier than WSMRX: FSMAX (14 years) vs WSMRX (6 years). WSMRX (0.99) is less costly to investors than FSMAX (0.04). WSMRX is a more actively managed with annual turnover of: 63.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than WSMRX: FSMAX (0) vs WSMRX (1000000). FSMAX annual gain was more profitable for investors over the last year : 5.01 vs. WSMRX (-17.55). FSMAX return over 5 years is better than : 53.70 vs. WSMRX (-0.51).
| FSMAX | WSMRX | FSMAX / WSMRX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.99 | 4% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -5.810 | -9.059 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4B | 1.54B | 2,562% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 5.01 | -17.55 | -29% |
| Returns for 3 years | 20.76 | -12.24 | -170% |
| Returns for 5 years | 53.70 | -0.51 | -10,629% |
| Returns for 10 years | 65.27 | N/A | - |
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