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FSMDX vs GWGZX
FSMDX vs GWGZX Comparison
Open Charts FSMDX vs GWGZX
Fidelity Mid Cap Index
Price$36.16
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets43.39B
AMG GW&K Small Mid Cap Core Z
Price$19.12
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
FSMDX vs GWGZX Comparison Chart in %
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FSMDX vs. GWGZX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. GWGZX (771M). FSMDX pays higher dividends than GWGZX: FSMDX (1.29) vs GWGZX (0.13). FSMDX was incepted earlier than GWGZX: FSMDX (14 years) vs GWGZX (8 years). GWGZX (0.82) is less costly to investors than FSMDX (0.03). GWGZX is a more actively managed with annual turnover of: 21.00 vs. FSMDX (15.00). 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 : 12.51 vs. GWGZX (3.65). FSMDX return over 5 years is better than : 66.14 vs. GWGZX (40.13).
| FSMDX | GWGZX | FSMDX / GWGZX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.82 | 3% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 7.337 | 0.685 | 1,072% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 771M | 5,629% |
| Annual Yield % from dividends | 1.29 | 0.13 | 961% |
| Returns for 1 year | 12.51 | 3.65 | 343% |
| Returns for 3 years | 30.75 | 11.25 | 273% |
| Returns for 5 years | 66.14 | 40.13 | 165% |
| Returns for 10 years | 122.29 | N/A | - |
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