Interact to see
Advertisement
Advertisement
FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$35.75
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets43.39B
AMG GW&K Small Mid Cap Core I
Price$18.66
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets770.38M
FSMDX vs GWGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. GWGIX commentary
Aug 08, 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: 43.4B vs. GWGIX (770M). FSMDX pays higher dividends than GWGIX: FSMDX (1.29) vs GWGIX (0.09). 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 (15.00). 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 : 16.73 vs. GWGIX (6.69). FSMDX return over 5 years is better than : 65.56 vs. GWGIX (38.66).
| 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 | 6.268 | -1.160 | -540% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 770M | 5,636% |
| Annual Yield % from dividends | 1.29 | 0.09 | 1,460% |
| Returns for 1 year | 16.73 | 6.69 | 250% |
| Returns for 3 years | 34.73 | 13.28 | 262% |
| Returns for 5 years | 65.56 | 38.66 | 170% |
| Returns for 10 years | 120.20 | 91.20 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement