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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Mid Cap Core I
Price$19.00
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
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FSMDX vs GWGIX Comparison Chart
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FSMDX vs. GWGIX 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 FSMDX is a Buy and GWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. GWGIX (764M). FSMDX pays higher dividends than GWGIX: FSMDX (1.28) vs GWGIX (0.18). FSMDX was incepted earlier than GWGIX: FSMDX (13 years) vs GWGIX (9 years). GWGIX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than GWGIX: FSMDX (0) vs GWGIX (100000). FSMDX annual gain was more profitable for investors over the last year : 27.48 vs. GWGIX (23.86). FSMDX (57.97) and GWGIX (56.05) have equivalent 5 years return.
| FSMDX | GWGIX | FSMDX / GWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 13.332 | 10.081 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 764M | 4,686% |
| Annual Yield % from dividends | 1.28 | 0.18 | 730% |
| Returns for 1 year | 27.48 | 23.86 | 115% |
| Returns for 3 years | 13.12 | 0.57 | 2,305% |
| Returns for 5 years | 57.97 | 56.05 | 103% |
| Returns for 10 years | 119.83 | N/A | - |
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