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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
AMG GW&K Small Mid Cap Core N
Price$19.59
Change+$0.31 (+1.61%)
VolumeN/A
Net Assets759.45M
FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Sep 08, 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: 44.8B vs. GWGVX (759M). FSMDX pays higher dividends than GWGVX: FSMDX (1.26) vs GWGVX (0.00). FSMDX was incepted earlier than GWGVX: FSMDX (14 years) vs GWGVX (9 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 : 14.47 vs. GWGVX (7.82). FSMDX return over 5 years is better than : 71.01 vs. GWGVX (46.85).
| 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 | 9 years | - |
| Gain YTD | 9.771 | 3.816 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 759M | 5,903% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 14.47 | 7.82 | 185% |
| Returns for 3 years | 47.43 | 27.29 | 174% |
| Returns for 5 years | 71.01 | 46.85 | 152% |
| Returns for 10 years | 140.48 | N/A | - |
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