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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$31.36
Change+$0.41 (+1.32%)
VolumeN/A
Net Assets37.64B
AMG GW&K Small Mid Cap Core I
Price$16.45
Change+$0.23 (+1.42%)
VolumeN/A
Net Assets688.71M
FSMDX vs GWGIX Comparison Chart
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FSMDX vs. GWGIX commentary
Apr 24, 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 FSMDX is a Buy and GWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. GWGIX (689M). FSMDX pays higher dividends than GWGIX: FSMDX (1.20) vs GWGIX (0.10). FSMDX was incepted earlier than GWGIX: FSMDX (14 years) vs GWGIX (10 years). GWGIX (0.88) is less costly to investors than FSMDX (0.03). GWGIX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (8.00). 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 : 0.81 vs. GWGIX (-8.85). FSMDX return over 5 years is better than : 74.96 vs. GWGIX (51.21).
| FSMDX | GWGIX | FSMDX / GWGIX | |
| Total Expense Ratio | 0.03 | 0.87 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.88 | 3% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -8.351 | -14.451 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 689M | 5,457% |
| Annual Yield % from dividends | 1.20 | 0.10 | 1,260% |
| Returns for 1 year | 0.81 | -8.85 | -9% |
| Returns for 3 years | 11.80 | -3.06 | -385% |
| Returns for 5 years | 74.96 | 51.21 | 146% |
| Returns for 10 years | 85.27 | N/A | - |
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