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FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$30.10
Change-$1.10 (-3.53%)
VolumeN/A
Net Assets37.64B
Boston Trust Walden Midcap
Price$20.98
Change-$0.53 (-2.46%)
VolumeN/A
Net Assets152.68M
FSMDX vs WAMFX Comparison Chart
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FSMDX vs. WAMFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. WAMFX (153M). FSMDX pays higher dividends than WAMFX: FSMDX (1.20) vs WAMFX (0.53). FSMDX was incepted earlier than WAMFX: FSMDX (14 years) vs WAMFX (14 years). WAMFX (0.98) 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 : -0.30 vs. WAMFX (-3.88). FSMDX return over 5 years is better than : 75.82 vs. WAMFX (42.30).
| FSMDX | WAMFX | FSMDX / WAMFX | |
| Total Expense Ratio | 0.03 | 0.98 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.98 | 3% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -7.610 | -6.315 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 153M | 24,575% |
| Annual Yield % from dividends | 1.20 | 0.53 | 226% |
| Returns for 1 year | -0.30 | -3.88 | 8% |
| Returns for 3 years | 10.14 | -1.05 | -965% |
| Returns for 5 years | 75.82 | 42.30 | 179% |
| Returns for 10 years | 87.59 | 48.68 | 180% |
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