Ad is loading...
FSMDX vs GWSVX
FSMDX vs GWSVX Comparison
Open Charts FSMDX vs GWSVX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Gabelli Focused Gr and Inc AAA
Price$16.99
Change-$0.55 (-3.14%)
VolumeN/A
CapitalizationN/A
FSMDX vs GWSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. GWSVX commentary
Dec 19, 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 GWSVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. GWSVX (48.6M). GWSVX pays higher dividends than FSMDX: GWSVX (4.38) vs FSMDX (1.28). FSMDX was incepted earlier than GWSVX: FSMDX (13 years) vs GWSVX (22 years). GWSVX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than GWSVX: FSMDX (0) vs GWSVX (1000). FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. GWSVX (15.46). FSMDX return over 5 years is better than : 57.26 vs. GWSVX (50.65).
| FSMDX | GWSVX | FSMDX / GWSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 19.211 | 14.587 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 48.6M | 81,481% |
| Annual Yield % from dividends | 1.28 | 4.38 | 29% |
| Returns for 1 year | 20.70 | 15.46 | 134% |
| Returns for 3 years | 19.14 | 11.30 | 169% |
| Returns for 5 years | 57.26 | 50.65 | 113% |
| Returns for 10 years | 122.53 | 45.65 | 268% |