Ad is loading...
Ad is loading...
FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Mid Cap Core N
Price$19.56
Change-$0.29 (-1.46%)
VolumeN/A
CapitalizationN/A
FSMDX vs GWGVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. GWGVX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. GWGVX (833M). 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 : 31.21 vs. GWGVX (26.52). FSMDX return over 5 years is better than : 60.20 vs. GWGVX (54.20).
| 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 | 18.509 | 13.721 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 833M | 4,358% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 31.21 | 26.52 | 118% |
| Returns for 3 years | 9.29 | -6.46 | -144% |
| Returns for 5 years | 60.20 | 54.20 | 111% |
| Returns for 10 years | 121.13 | N/A | - |