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FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$33.81
Change-$0.82 (-2.37%)
VolumeN/A
Net Assets37.69B
Boston Trust Walden Midcap
Price$22.86
Change-$0.48 (-2.06%)
VolumeN/A
Net Assets166.28M
FSMDX vs WAMFX Comparison Chart
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FSMDX vs. WAMFX commentary
May 22, 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: 37.7B vs. WAMFX (166M). FSMDX pays higher dividends than WAMFX: FSMDX (1.21) vs WAMFX (0.54). 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 : 8.87 vs. WAMFX (3.33). FSMDX return over 5 years is better than : 83.18 vs. WAMFX (51.18).
| 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 | 2.547 | 1.655 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 166M | 22,711% |
| Annual Yield % from dividends | 1.21 | 0.54 | 222% |
| Returns for 1 year | 8.87 | 3.33 | 266% |
| Returns for 3 years | 36.34 | 17.95 | 202% |
| Returns for 5 years | 83.18 | 51.18 | 163% |
| Returns for 10 years | 107.19 | 59.45 | 180% |
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