Interact to see
Advertisement
Advertisement
FSMDX vs GWGIX
FSMDX vs GWGIX Comparison
Open Charts FSMDX vs GWGIX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
AMG GW&K Small Mid Cap Core I
Price$18.71
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets777.62M
FSMDX vs GWGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. GWGIX commentary
Jul 06, 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: 42.4B vs. GWGIX (778M). FSMDX pays higher dividends than GWGIX: FSMDX (1.31) 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 (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 : 16.46 vs. GWGIX (5.79). FSMDX return over 5 years is better than : 78.71 vs. GWGIX (52.60).
| 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 | 6.803 | -1.319 | -516% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 778M | 5,450% |
| Annual Yield % from dividends | 1.31 | 0.09 | 1,445% |
| Returns for 1 year | 16.46 | 5.79 | 284% |
| Returns for 3 years | 48.44 | 23.12 | 210% |
| Returns for 5 years | 78.71 | 52.60 | 150% |
| Returns for 10 years | 123.56 | 91.08 | 136% |