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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$36.16
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets43.39B
AMG GW&K Small Mid Cap Core N
Price$18.96
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Aug 17, 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 GWGVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. GWGVX (771M). FSMDX pays higher dividends than GWGVX: FSMDX (1.29) vs GWGVX (0.00). FSMDX was incepted earlier than GWGVX: FSMDX (14 years) vs GWGVX (8 years). GWGVX (1.07) is less costly to investors than FSMDX (0.03). GWGVX is a more actively managed with annual turnover of: 21.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than GWGVX: FSMDX (0) vs GWGVX (2000). FSMDX annual gain was more profitable for investors over the last year : 12.51 vs. GWGVX (3.38). FSMDX return over 5 years is better than : 66.14 vs. GWGVX (38.60).
| FSMDX | GWGVX | FSMDX / GWGVX | |
| Total Expense Ratio | 0.03 | 1.07 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.07 | 2% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 7.337 | 0.477 | 1,538% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 771M | 5,629% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 12.51 | 3.38 | 370% |
| Returns for 3 years | 30.75 | 10.68 | 288% |
| Returns for 5 years | 66.14 | 38.60 | 171% |
| Returns for 10 years | 122.29 | N/A | - |