Ad is loading...
FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Boston Trust Walden Midcap
Price$23.36
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets165.23M
FSMDX vs WAMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. WAMFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B 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 : 21.14 vs. WAMFX (11.21). FSMDX return over 5 years is better than : 54.11 vs. WAMFX (25.30).
| 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 | 3.642 | 1.742 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 165M | 22,424% |
| Annual Yield % from dividends | 1.28 | 0.48 | 265% |
| Returns for 1 year | 21.14 | 11.21 | 189% |
| Returns for 3 years | 20.66 | 5.03 | 411% |
| Returns for 5 years | 54.11 | 25.30 | 214% |
| Returns for 10 years | 124.41 | 70.18 | 177% |