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FSMDX vs WASMX
FSMDX vs WASMX Comparison
Open Charts FSMDX vs WASMX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden SMID Cap
Price$24.76
Change-$0.88 (-3.43%)
VolumeN/A
CapitalizationN/A
FSMDX vs WASMX Comparison Chart
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FSMDX vs. WASMX commentary
Dec 19, 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 WASMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. WASMX (312M). FSMDX pays higher dividends than WASMX: FSMDX (1.28) vs WASMX (0.42). FSMDX was incepted earlier than WASMX: FSMDX (13 years) vs WASMX (12 years). WASMX is a more actively managed with annual turnover of: 23.72 vs. FSMDX (9.00). 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 : 20.70 vs. WASMX (15.58). FSMDX return over 5 years is better than : 57.26 vs. WASMX (46.98).
| FSMDX | WASMX | FSMDX / WASMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 19.211 | 14.462 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 312M | 12,692% |
| Annual Yield % from dividends | 1.28 | 0.42 | 306% |
| Returns for 1 year | 20.70 | 15.58 | 133% |
| Returns for 3 years | 19.14 | 13.34 | 144% |
| Returns for 5 years | 57.26 | 46.98 | 122% |
| Returns for 10 years | 122.53 | 94.32 | 130% |