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FSMDX vs WOOQX
FSMDX vs WOOQX Comparison
Open Charts FSMDX vs WOOQX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
JPMorgan SMID Cap Equity R4
Price$16.64
Change+$1.40 (+9.19%)
VolumeN/A
Net Assets328.36M
FSMDX vs WOOQX Comparison Chart
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FSMDX vs. WOOQX commentary
Apr 11, 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 WOOQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. WOOQX (328M). FSMDX pays higher dividends than WOOQX: FSMDX (1.20) vs WOOQX (0.31). FSMDX was incepted earlier than WOOQX: FSMDX (14 years) vs WOOQX (9 years). WOOQX (1.09) is less costly to investors than FSMDX (0.03). WOOQX is a more actively managed with annual turnover of: 39.00 vs. FSMDX (8.00). FSMDX (0) and WOOQX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : -9.80 vs. WOOQX (-12.45). FSMDX return over 5 years is better than : 61.73 vs. WOOQX (3.70).
| FSMDX | WOOQX | FSMDX / WOOQX | |
| Total Expense Ratio | 0.03 | 0.84 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.09 | 2% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -15.013 | -16.812 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 328M | 11,463% |
| Annual Yield % from dividends | 1.20 | 0.31 | 382% |
| Returns for 1 year | -9.80 | -12.45 | 79% |
| Returns for 3 years | 0.43 | -18.00 | -2% |
| Returns for 5 years | 61.73 | 3.70 | 1,669% |
| Returns for 10 years | 71.81 | N/A | - |
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