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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
AMG GW&K Small Mid Cap Core N
Price$19.69
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets844.97M
FSMDX vs GWGVX Comparison Chart
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FSMDX vs. GWGVX 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 GWGVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. GWGVX (845M). FSMDX pays higher dividends than GWGVX: FSMDX (1.28) vs GWGVX (0.00). FSMDX was incepted earlier than GWGVX: FSMDX (13 years) vs GWGVX (8 years). GWGVX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). 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 : 21.14 vs. GWGVX (17.41). FSMDX return over 5 years is better than : 54.11 vs. GWGVX (47.71).
| FSMDX | GWGVX | FSMDX / GWGVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 3.642 | 4.346 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 845M | 4,379% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 21.14 | 17.41 | 121% |
| Returns for 3 years | 20.66 | 9.57 | 216% |
| Returns for 5 years | 54.11 | 47.71 | 113% |
| Returns for 10 years | 124.41 | N/A | - |
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