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FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$32.15
Change-$0.25 (-0.77%)
VolumeN/A
Net Assets38.34B
AMG GW&K Small Mid Cap Core I
Price$17.59
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets756.86M
FSMDX vs GWGIX Comparison Chart
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FSMDX vs. GWGIX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.3B vs. GWGIX (757M). FSMDX pays higher dividends than GWGIX: FSMDX (1.14) vs GWGIX (0.09). 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 : 6.13 vs. GWGIX (-2.04). FSMDX return over 5 years is better than : 85.55 vs. GWGIX (70.46).
| 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 | -1.777 | -4.905 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3B | 757M | 5,059% |
| Annual Yield % from dividends | 1.14 | 0.09 | 1,289% |
| Returns for 1 year | 6.13 | -2.04 | -301% |
| Returns for 3 years | 22.80 | 7.24 | 315% |
| Returns for 5 years | 85.55 | 70.46 | 121% |
| Returns for 10 years | 104.23 | N/A | - |
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