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FSMDX vs GWSVX
FSMDX vs GWSVX Comparison
Open Charts FSMDX vs GWSVX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
Gabelli Focused Gr and Inc AAA
Price$16.09
Change+$0.88 (+5.79%)
VolumeN/A
Net Assets42.03M
FSMDX vs GWSVX Comparison Chart
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FSMDX vs. GWSVX commentary
Apr 10, 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 GWSVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. GWSVX (42M). GWSVX pays higher dividends than FSMDX: GWSVX (4.12) vs FSMDX (1.20). FSMDX was incepted earlier than GWSVX: FSMDX (14 years) vs GWSVX (22 years). GWSVX (1.64) is less costly to investors than FSMDX (0.03). GWSVX is a more actively managed with annual turnover of: 31.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than GWSVX: FSMDX (0) vs GWSVX (1000). GWSVX annual gain was more profitable for investors over the last year : -0.81 vs. FSMDX (-7.78). GWSVX return over 5 years is better than : 83.88 vs. FSMDX (65.00).
| FSMDX | GWSVX | FSMDX / GWSVX | |
| Total Expense Ratio | 0.03 | 1.64 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.64 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -13.296 | -9.220 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 42M | 89,524% |
| Annual Yield % from dividends | 1.20 | 4.12 | 29% |
| Returns for 1 year | -7.78 | -0.81 | 965% |
| Returns for 3 years | 2.46 | -0.91 | -271% |
| Returns for 5 years | 65.00 | 83.88 | 77% |
| Returns for 10 years | 75.28 | 21.30 | 353% |
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