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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$38.47
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets46.87B
AMG GW&K Small Mid Cap Core N
Price$20.37
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets748.23M
FSMDX vs GWGVX Comparison Chart in %
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FSMDX vs. GWGVX commentary
Feb 05, 2026
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 GWGVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. GWGVX (748M). FSMDX pays higher dividends than GWGVX: FSMDX (1.07) 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 : 10.78 vs. GWGVX (3.95). FSMDX return over 5 years is better than : 44.63 vs. GWGVX (20.81).
| 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 | 3.683 | 5.796 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 748M | 6,270% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 10.78 | 3.95 | 273% |
| Returns for 3 years | 39.55 | 21.17 | 187% |
| Returns for 5 years | 44.63 | 20.81 | 214% |
| Returns for 10 years | 187.08 | N/A | - |
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