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FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
Boston Trust Walden Midcap
Price$23.72
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets171.27M
FSMDX vs WAMFX Comparison Chart in %
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FSMDX vs. WAMFX commentary
Jul 06, 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 Buy and WAMFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. WAMFX (171M). FSMDX pays higher dividends than WAMFX: FSMDX (1.31) vs WAMFX (0.52). FSMDX was incepted earlier than WAMFX: FSMDX (14 years) vs WAMFX (14 years). WAMFX (1.02) is less costly to investors than FSMDX (0.03). WAMFX is a more actively managed with annual turnover of: 24.20 vs. FSMDX (8.00). 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 : 16.46 vs. WAMFX (9.20). FSMDX return over 5 years is better than : 78.71 vs. WAMFX (44.76).
| FSMDX | WAMFX | FSMDX / WAMFX | |
| Total Expense Ratio | 0.03 | 1.00 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.02 | 2% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.803 | 3.310 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 171M | 24,795% |
| Annual Yield % from dividends | 1.31 | 0.52 | 253% |
| Returns for 1 year | 16.46 | 9.20 | 179% |
| Returns for 3 years | 48.44 | 22.19 | 218% |
| Returns for 5 years | 78.71 | 44.76 | 176% |
| Returns for 10 years | 123.56 | 64.39 | 192% |
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