Ad is loading...
FSMDX vs WASMX
FSMDX vs WASMX Comparison
Open Charts FSMDX vs WASMX
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
Boston Trust Walden SMID Cap
Price$23.12
Change+$0.44 (+1.94%)
VolumeN/A
Net Assets285.1M
FSMDX vs WASMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. WASMX commentary
Apr 25, 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 WASMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. WASMX (285M). FSMDX pays higher dividends than WASMX: FSMDX (1.20) vs WASMX (0.43). FSMDX was incepted earlier than WASMX: FSMDX (14 years) vs WASMX (13 years). WASMX (1.01) is less costly to investors than FSMDX (0.03). WASMX is a more actively managed with annual turnover of: 23.07 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than WASMX: FSMDX (0) vs WASMX (100000). FSMDX annual gain was more profitable for investors over the last year : 2.08 vs. WASMX (-2.06). FSMDX return over 5 years is better than : 77.28 vs. WASMX (59.75).
| FSMDX | WASMX | FSMDX / WASMX | |
| Total Expense Ratio | 0.03 | 1.00 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.01 | 2% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -7.137 | -8.066 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 285M | 13,193% |
| Annual Yield % from dividends | 1.20 | 0.43 | 275% |
| Returns for 1 year | 2.08 | -2.06 | -101% |
| Returns for 3 years | 12.77 | 5.92 | 216% |
| Returns for 5 years | 77.28 | 59.75 | 129% |
| Returns for 10 years | 89.07 | 61.85 | 144% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers