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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
AMG GW&K Small Mid Cap Core N
Price$18.70
Change-$0.49 (-2.55%)
VolumeN/A
Net Assets798.66M
FSMDX vs GWGVX Comparison Chart
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FSMDX vs. GWGVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. GWGVX (799M). 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 : 12.97 vs. GWGVX (5.12). FSMDX return over 5 years is better than : 51.19 vs. GWGVX (40.18).
| 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 | 1.717 | -0.901 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 799M | 4,831% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | 5.12 | 254% |
| Returns for 3 years | 24.51 | 9.23 | 266% |
| Returns for 5 years | 51.19 | 40.18 | 127% |
| Returns for 10 years | 107.43 | N/A | - |