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FSMDX vs GWSIX
FSMDX vs GWSIX Comparison
Open Charts FSMDX vs GWSIX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Gabelli Focused Gr and Inc I
Price$18.96
Change-$0.16 (-0.84%)
VolumeN/A
CapitalizationN/A
FSMDX vs GWSIX Comparison Chart
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FSMDX vs. GWSIX commentary
Dec 18, 2024
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 GWSIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. GWSIX (49M). GWSIX pays higher dividends than FSMDX: GWSIX (4.29) vs FSMDX (1.28). FSMDX was incepted earlier than GWSIX: FSMDX (13 years) vs GWSIX (17 years). GWSIX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than GWSIX: FSMDX (0) vs GWSIX (50000). FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. GWSIX (16.38). FSMDX (57.26) and GWSIX (57.00) have equivalent 5 years return.
| FSMDX | GWSIX | FSMDX / GWSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 19.211 | 15.360 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 49M | 80,816% |
| Annual Yield % from dividends | 1.28 | 4.29 | 30% |
| Returns for 1 year | 20.70 | 16.38 | 126% |
| Returns for 3 years | 19.14 | 14.27 | 134% |
| Returns for 5 years | 57.26 | 57.00 | 100% |
| Returns for 10 years | 122.53 | 53.74 | 228% |