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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$37.20
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets45.03B
AMG GW&K Small Mid Cap Core N
Price$19.75
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets732.27M
FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Nov 14, 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 GWGVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. GWGVX (732M). FSMDX pays higher dividends than GWGVX: FSMDX (1.26) vs GWGVX (0.00). FSMDX was incepted earlier than GWGVX: FSMDX (14 years) vs GWGVX (9 years). GWGVX (1.07) is less costly to investors than FSMDX (0.03). GWGVX is a more actively managed with annual turnover of: 21.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than GWGVX: FSMDX (0) vs GWGVX (2000). FSMDX annual gain was more profitable for investors over the last year : 4.21 vs. GWGVX (-2.18). FSMDX return over 5 years is better than : 55.45 vs. GWGVX (32.55).
| FSMDX | GWGVX | FSMDX / GWGVX | |
| Total Expense Ratio | 0.03 | 1.07 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.07 | 2% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.246 | 4.663 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 732M | 6,148% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 4.21 | -2.18 | -193% |
| Returns for 3 years | 41.46 | 21.61 | 192% |
| Returns for 5 years | 55.45 | 32.55 | 170% |
| Returns for 10 years | 143.82 | N/A | - |