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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
AMG GW&K Small Mid Cap Core N
Price$16.17
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets685.67M
FSMDX vs GWGVX Comparison Chart
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FSMDX vs. GWGVX commentary
Apr 18, 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: 37.6B vs. GWGVX (686M). FSMDX pays higher dividends than GWGVX: FSMDX (1.20) vs GWGVX (0.00). FSMDX was incepted earlier than GWGVX: FSMDX (14 years) vs GWGVX (8 years). GWGVX (1.08) is less costly to investors than FSMDX (0.03). GWGVX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (8.00). 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 : 1.53 vs. GWGVX (-7.54). FSMDX return over 5 years is better than : 70.65 vs. GWGVX (48.38).
| FSMDX | GWGVX | FSMDX / GWGVX | |
| Total Expense Ratio | 0.03 | 1.07 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.08 | 2% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -9.476 | -14.838 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 686M | 5,481% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 1.53 | -7.54 | -20% |
| Returns for 3 years | 7.96 | -5.19 | -153% |
| Returns for 5 years | 70.65 | 48.38 | 146% |
| Returns for 10 years | 83.80 | N/A | - |
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