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FSMDX vs GWGZX
FSMDX vs GWGZX Comparison
Open Charts FSMDX vs GWGZX
Fidelity Mid Cap Index
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets45.78B
AMG GW&K Small Mid Cap Core Z
Price$19.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets732.32M
FSMDX vs GWGZX Comparison Chart in %
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FSMDX vs. GWGZX commentary
Dec 27, 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 GWGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. GWGZX (732M). FSMDX pays higher dividends than GWGZX: FSMDX (1.24) vs GWGZX (0.12). 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 : 9.30 vs. GWGZX (2.23). FSMDX return over 5 years is better than : 46.87 vs. GWGZX (23.57).
| 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 | 11.433 | 3.791 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 732M | 6,257% |
| Annual Yield % from dividends | 1.24 | 0.12 | 992% |
| Returns for 1 year | 9.30 | 2.23 | 417% |
| Returns for 3 years | 49.15 | 31.19 | 158% |
| Returns for 5 years | 46.87 | 23.57 | 199% |
| Returns for 10 years | 149.39 | N/A | - |
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