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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Mid Cap Core I
Price$19.63
Change-$0.15 (-0.76%)
VolumeN/A
CapitalizationN/A
FSMDX vs GWGIX Comparison Chart
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FSMDX vs. GWGIX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. GWGIX (837M). 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 : 20.70 vs. GWGIX (16.93). FSMDX return over 5 years is better than : 57.26 vs. GWGIX (53.00).
| 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 | 19.211 | 14.696 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 837M | 4,731% |
| Annual Yield % from dividends | 1.28 | 0.18 | 730% |
| Returns for 1 year | 20.70 | 16.93 | 122% |
| Returns for 3 years | 19.14 | 8.04 | 238% |
| Returns for 5 years | 57.26 | 53.00 | 108% |
| Returns for 10 years | 122.53 | N/A | - |