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FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Midcap
Price$23.60
Change-$0.19 (-0.80%)
VolumeN/A
CapitalizationN/A
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FSMDX vs WAMFX Comparison Chart
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FSMDX vs. WAMFX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. WAMFX (150M). 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 : 27.48 vs. WAMFX (16.31). FSMDX return over 5 years is better than : 57.97 vs. WAMFX (28.29).
| 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 | 13.332 | 9.819 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 150M | 23,867% |
| Annual Yield % from dividends | 1.28 | 0.48 | 265% |
| Returns for 1 year | 27.48 | 16.31 | 168% |
| Returns for 3 years | 13.12 | 8.79 | 149% |
| Returns for 5 years | 57.97 | 28.29 | 205% |
| Returns for 10 years | 119.83 | 71.31 | 168% |