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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$34.40
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets37.69B
AMG GW&K Small Mid Cap Core I
Price$17.87
Change-$0.19 (-1.05%)
VolumeN/A
Net Assets758.93M
FSMDX vs GWGIX Comparison Chart
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FSMDX vs. GWGIX commentary
May 15, 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: 37.7B vs. GWGIX (759M). FSMDX pays higher dividends than GWGIX: FSMDX (1.21) vs GWGIX (0.10). FSMDX was incepted earlier than GWGIX: FSMDX (14 years) vs GWGIX (10 years). GWGIX (0.87) is less costly to investors than FSMDX (0.03). GWGIX is a more actively managed with annual turnover of: 21.00 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 : 8.77 vs. GWGIX (0.08). FSMDX return over 5 years is better than : 91.30 vs. GWGIX (66.30).
| FSMDX | GWGIX | FSMDX / GWGIX | |
| Total Expense Ratio | 0.03 | 0.87 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.87 | 3% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.214 | -4.430 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 759M | 4,967% |
| Annual Yield % from dividends | 1.21 | 0.10 | 1,229% |
| Returns for 1 year | 8.77 | 0.08 | 10,471% |
| Returns for 3 years | 31.87 | 15.15 | 210% |
| Returns for 5 years | 91.30 | 66.30 | 138% |
| Returns for 10 years | 105.28 | N/A | - |
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