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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
AMG GW&K Small Mid Cap Core N
Price$18.79
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets772.32M
FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. GWGVX (772M). FSMDX pays higher dividends than GWGVX: FSMDX (1.31) 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 : 14.51 vs. GWGVX (0.49). FSMDX return over 5 years is better than : 74.34 vs. GWGVX (44.71).
| 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 | 7.931 | -1.378 | -576% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 772M | 5,492% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 14.51 | 0.49 | 2,985% |
| Returns for 3 years | 45.57 | 18.99 | 240% |
| Returns for 5 years | 74.34 | 44.71 | 166% |
| Returns for 10 years | 126.81 | N/A | - |
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