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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
AMG GW&K Small Mid Cap Core N
Price$19.95
Change+$0.18 (+0.91%)
VolumeN/A
Net Assets736.4M
FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Dec 04, 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 StrongBuy and GWGVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. GWGVX (736M). FSMDX pays higher dividends than GWGVX: FSMDX (1.24) 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 : 1.54 vs. GWGVX (-3.31). FSMDX return over 5 years is better than : 48.70 vs. GWGVX (29.34).
| 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 | 10.097 | 5.140 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 736M | 6,223% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 1.54 | -3.31 | -46% |
| Returns for 3 years | 38.99 | 19.52 | 200% |
| Returns for 5 years | 48.70 | 29.34 | 166% |
| Returns for 10 years | 136.04 | N/A | - |
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