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FSMDX vs WOOQX
FSMDX vs WOOQX Comparison
Open Charts FSMDX vs WOOQX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
JPMorgan SMID Cap Equity R4
Price$18.82
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets434.66M
FSMDX vs WOOQX Comparison Chart
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FSMDX vs. WOOQX commentary
Jan 19, 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 Hold and WOOQX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. WOOQX (435M). FSMDX pays higher dividends than WOOQX: FSMDX (1.28) vs WOOQX (0.50). FSMDX was incepted earlier than WOOQX: FSMDX (13 years) vs WOOQX (8 years). WOOQX is a more actively managed with annual turnover of: 32.00 vs. FSMDX (9.00). FSMDX (0) and WOOQX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. WOOQX (14.54). FSMDX return over 5 years is better than : 54.11 vs. WOOQX (-2.25).
| FSMDX | WOOQX | FSMDX / WOOQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 3.642 | 2.729 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 435M | 8,506% |
| Annual Yield % from dividends | 1.28 | 0.50 | 259% |
| Returns for 1 year | 21.14 | 14.54 | 145% |
| Returns for 3 years | 20.66 | -1.63 | -1,270% |
| Returns for 5 years | 54.11 | -2.25 | -2,401% |
| Returns for 10 years | 124.41 | N/A | - |
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