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FSMDX vs GWGZX
FSMDX vs GWGZX Comparison
Open Charts FSMDX vs GWGZX
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
AMG GW&K Small Mid Cap Core Z
Price$17.48
Change-$0.11 (-0.63%)
VolumeN/A
Net Assets733.2M
FSMDX vs GWGZX Comparison Chart
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FSMDX vs. GWGZX commentary
May 12, 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 GWGZX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. GWGZX (733M). FSMDX pays higher dividends than GWGZX: FSMDX (1.21) vs GWGZX (0.15). FSMDX was incepted earlier than GWGZX: FSMDX (14 years) vs GWGZX (8 years). GWGZX (0.83) is less costly to investors than FSMDX (0.03). GWGZX is a more actively managed with annual turnover of: 21.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than GWGZX: FSMDX (0) vs GWGZX (5000000). FSMDX annual gain was more profitable for investors over the last year : 5.68 vs. GWGZX (-4.10). FSMDX return over 5 years is better than : 77.76 vs. GWGZX (52.58).
| FSMDX | GWGZX | FSMDX / GWGZX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.83 | 3% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -1.569 | -7.952 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 733M | 5,143% |
| Annual Yield % from dividends | 1.21 | 0.15 | 809% |
| Returns for 1 year | 5.68 | -4.10 | -139% |
| Returns for 3 years | 30.91 | 13.12 | 236% |
| Returns for 5 years | 77.76 | 52.58 | 148% |
| Returns for 10 years | 101.84 | N/A | - |
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