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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
AMG GW&K Small Mid Cap Core I
Price$19.78
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets844.97M
FSMDX vs GWGIX Comparison Chart
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FSMDX vs. GWGIX commentary
Jan 19, 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 Hold and GWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. GWGIX (845M). FSMDX pays higher dividends than GWGIX: FSMDX (1.28) vs GWGIX (0.18). FSMDX was incepted earlier than GWGIX: FSMDX (13 years) vs GWGIX (10 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 : 21.14 vs. GWGIX (17.63). FSMDX return over 5 years is better than : 54.11 vs. GWGIX (48.87).
| FSMDX | GWGIX | FSMDX / GWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.642 | 4.325 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 845M | 4,379% |
| Annual Yield % from dividends | 1.28 | 0.18 | 730% |
| Returns for 1 year | 21.14 | 17.63 | 120% |
| Returns for 3 years | 20.66 | 9.96 | 208% |
| Returns for 5 years | 54.11 | 48.87 | 111% |
| Returns for 10 years | 124.41 | N/A | - |
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