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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Mid Cap Core N
Price$18.85
Change-$0.68 (-3.48%)
VolumeN/A
CapitalizationN/A
FSMDX vs GWGVX Comparison Chart
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FSMDX vs. GWGVX commentary
Dec 19, 2024
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: 39.6B vs. GWGVX (837M). 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 : 20.70 vs. GWGVX (16.72). FSMDX return over 5 years is better than : 57.26 vs. GWGVX (51.81).
| 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 | 19.211 | 14.477 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 837M | 4,731% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 16.72 | 124% |
| Returns for 3 years | 19.14 | 7.65 | 250% |
| Returns for 5 years | 57.26 | 51.81 | 111% |
| Returns for 10 years | 122.53 | N/A | - |