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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
AMG GW&K Small Mid Cap Core N
Price$17.46
Change+$0.27 (+1.57%)
VolumeN/A
Net Assets727.9M
FSMDX vs GWGVX Comparison Chart
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FSMDX vs. GWGVX commentary
May 09, 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: 37.7B vs. GWGVX (728M). FSMDX pays higher dividends than GWGVX: FSMDX (1.21) 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: 21.00 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 : 5.24 vs. GWGVX (-4.61). FSMDX return over 5 years is better than : 75.46 vs. GWGVX (49.61).
| 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 | -2.843 | -8.903 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 728M | 5,179% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 5.24 | -4.61 | -114% |
| Returns for 3 years | 29.17 | 12.28 | 238% |
| Returns for 5 years | 75.46 | 49.61 | 152% |
| Returns for 10 years | 98.68 | N/A | - |
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