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FSMDX vs GWGZX
FSMDX vs GWGZX Comparison
Open Charts FSMDX vs GWGZX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
AMG GW&K Small Mid Cap Core Z
Price$20.42
Change+$0.93 (+4.77%)
VolumeN/A
Net Assets748.23M
FSMDX vs GWGZX Comparison Chart in %
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FSMDX vs. GWGZX commentary
Feb 04, 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 GWGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. GWGZX (748M). FSMDX pays higher dividends than GWGZX: FSMDX (1.07) vs GWGZX (0.19). FSMDX was incepted earlier than GWGZX: FSMDX (14 years) vs GWGZX (9 years). GWGZX (0.82) is less costly to investors than FSMDX (0.03). GWGZX is a more actively managed with annual turnover of: 21.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than GWGZX: FSMDX (0) vs GWGZX (5000000). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. GWGZX (4.28). FSMDX return over 5 years is better than : 44.63 vs. GWGZX (22.09).
| FSMDX | GWGZX | FSMDX / GWGZX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.82 | 3% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 3.683 | 5.858 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 748M | 6,270% |
| Annual Yield % from dividends | 1.07 | 0.19 | 564% |
| Returns for 1 year | 10.78 | 4.28 | 252% |
| Returns for 3 years | 39.55 | 22.17 | 178% |
| Returns for 5 years | 44.63 | 22.09 | 202% |
| Returns for 10 years | 187.08 | N/A | - |
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