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FSMDX vs GWGZX
FSMDX vs GWGZX Comparison
Open Charts FSMDX vs GWGZX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
AMG GW&K Small Mid Cap Core Z
Price$18.94
Change+$0.18 (+0.96%)
VolumeN/A
Net Assets779.62M
FSMDX vs GWGZX Comparison Chart in %
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FSMDX vs. GWGZX commentary
Jul 27, 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: 42.4B vs. GWGZX (780M). FSMDX pays higher dividends than GWGZX: FSMDX (1.31) vs GWGZX (0.14). 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 : 15.20 vs. GWGZX (1.74). FSMDX return over 5 years is better than : 75.40 vs. GWGZX (47.75).
| 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 | 8.584 | -0.263 | -3,260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 780M | 5,436% |
| Annual Yield % from dividends | 1.31 | 0.14 | 952% |
| Returns for 1 year | 15.20 | 1.74 | 874% |
| Returns for 3 years | 46.45 | 20.78 | 224% |
| Returns for 5 years | 75.40 | 47.75 | 158% |
| Returns for 10 years | 128.19 | N/A | - |
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