Interact to see
Advertisement
Advertisement
FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
Fidelity Mid Cap Index
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets45.78B
AMG GW&K Small Mid Cap Core N
Price$19.56
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets731.53M
FSMDX vs GWGVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. GWGVX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. GWGVX (732M). 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 : 9.30 vs. GWGVX (2.14). FSMDX return over 5 years is better than : 46.87 vs. GWGVX (22.40).
| 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 | 11.433 | 3.657 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 732M | 6,257% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 9.30 | 2.14 | 434% |
| Returns for 3 years | 49.15 | 30.40 | 162% |
| Returns for 5 years | 46.87 | 22.40 | 209% |
| Returns for 10 years | 149.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EHI | 6.40 | 0.03 | +0.47% |
| Western Asset Global High Income Fund | |||
| IJH | 67.33 | 0.01 | +0.01% |
| iShares Core S&P Mid-Cap ETF | |||
| OCTZ | 42.93 | N/A | N/A |
| TrueShares Structured Outcome OctoberETF | |||
| HTD | 23.57 | -0.06 | -0.25% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||
| TSII | 27.52 | -0.60 | -2.13% |
| REX TSLA Growth & Income ETF | |||