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FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Boston Trust Walden Midcap
Price$23.09
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets165.75M
FSMDX vs WAMFX Comparison Chart
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FSMDX vs. WAMFX commentary
Jun 13, 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: 40.4B vs. WAMFX (166M). FSMDX pays higher dividends than WAMFX: FSMDX (1.14) 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 : 10.79 vs. WAMFX (4.87). FSMDX return over 5 years is better than : 75.41 vs. WAMFX (43.32).
| 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 | 2.635 | 0.392 | 672% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 166M | 24,337% |
| Annual Yield % from dividends | 1.14 | 0.52 | 219% |
| Returns for 1 year | 10.79 | 4.87 | 222% |
| Returns for 3 years | 43.21 | 20.70 | 209% |
| Returns for 5 years | 75.41 | 43.32 | 174% |
| Returns for 10 years | 112.20 | 59.01 | 190% |
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