Ad is loading...
FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Boston Trust Walden Midcap
Price$23.18
Change-$0.22 (-0.94%)
VolumeN/A
Net Assets164.51M
FSMDX vs WAMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. WAMFX commentary
Feb 23, 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 WAMFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. WAMFX (165M). FSMDX pays higher dividends than WAMFX: FSMDX (1.28) vs WAMFX (0.48). FSMDX was incepted earlier than WAMFX: FSMDX (13 years) vs WAMFX (14 years). WAMFX is a more actively managed with annual turnover of: 25.92 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than WAMFX: FSMDX (0) vs WAMFX (100000). FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. WAMFX (6.70). FSMDX return over 5 years is better than : 51.19 vs. WAMFX (26.51).
| FSMDX | WAMFX | FSMDX / WAMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 1.717 | 1.916 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 165M | 23,394% |
| Annual Yield % from dividends | 1.28 | 0.48 | 265% |
| Returns for 1 year | 12.97 | 6.70 | 194% |
| Returns for 3 years | 24.51 | 10.65 | 230% |
| Returns for 5 years | 51.19 | 26.51 | 193% |
| Returns for 10 years | 107.43 | 61.75 | 174% |