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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$37.16
Change-$0.29 (-0.77%)
VolumeN/A
Net Assets45.37B
AMG GW&K Small Mid Cap Core N
Price$19.33
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets741.01M
FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Oct 10, 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: 45.4B vs. GWGVX (741M). FSMDX pays higher dividends than GWGVX: FSMDX (1.25) 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 : 10.72 vs. GWGVX (3.94). FSMDX return over 5 years is better than : 64.15 vs. GWGVX (38.40).
| 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 | 11.166 | 3.339 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 741M | 6,127% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 10.72 | 3.94 | 272% |
| Returns for 3 years | 59.63 | 33.56 | 178% |
| Returns for 5 years | 64.15 | 38.40 | 167% |
| Returns for 10 years | 140.84 | N/A | - |
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