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FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Midcap
Price$23.69
Change-$0.15 (-0.63%)
VolumeN/A
CapitalizationN/A
FSMDX vs WAMFX Comparison Chart
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FSMDX vs. WAMFX 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 WAMFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B 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 (13 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 : 20.70 vs. WAMFX (12.75). FSMDX return over 5 years is better than : 57.26 vs. WAMFX (31.18).
| FSMDX | WAMFX | FSMDX / WAMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 19.211 | 11.489 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 165M | 24,000% |
| Annual Yield % from dividends | 1.28 | 0.48 | 265% |
| Returns for 1 year | 20.70 | 12.75 | 162% |
| Returns for 3 years | 19.14 | 7.52 | 254% |
| Returns for 5 years | 57.26 | 31.18 | 184% |
| Returns for 10 years | 122.53 | 69.46 | 176% |
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