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FSMDX vs WAMFX
FSMDX vs WAMFX Comparison
Open Charts FSMDX vs WAMFX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Boston Trust Walden Midcap
Price$23.90
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets173.67M
FSMDX vs WAMFX Comparison Chart in %
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FSMDX vs. WAMFX commentary
Nov 14, 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 WAMFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. WAMFX (174M). FSMDX pays higher dividends than WAMFX: FSMDX (1.26) vs WAMFX (0.51). FSMDX was incepted earlier than WAMFX: FSMDX (14 years) vs WAMFX (14 years). WAMFX (1.02) is less costly to investors than FSMDX (0.03). WAMFX is a more actively managed with annual turnover of: 24.20 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than WAMFX: FSMDX (0) vs WAMFX (100000). FSMDX annual gain was more profitable for investors over the last year : 4.61 vs. WAMFX (-1.58). FSMDX return over 5 years is better than : 55.70 vs. WAMFX (26.63).
| FSMDX | WAMFX | FSMDX / WAMFX | |
| Total Expense Ratio | 0.03 | 1.00 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.02 | 2% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 10.424 | 5.139 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 174M | 25,862% |
| Annual Yield % from dividends | 1.26 | 0.51 | 248% |
| Returns for 1 year | 4.61 | -1.58 | -292% |
| Returns for 3 years | 43.53 | 15.50 | 281% |
| Returns for 5 years | 55.70 | 26.63 | 209% |
| Returns for 10 years | 141.06 | 73.58 | 192% |
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