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FSMAX vs GMVRX
FSMAX vs GMVRX Comparison
Open Charts FSMAX vs GMVRX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Goldman Sachs Small/Mid Cap Value R
Price$15.63
Change-$0.23 (-1.45%)
VolumeN/A
Net Assets142.53M
FSMAX vs GMVRX Comparison Chart
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FSMAX vs. GMVRX commentary
Jun 16, 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 FSMAX is a Buy and GMVRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. GMVRX (143M). GMVRX pays higher dividends than FSMAX: GMVRX (0.60) vs FSMAX (0.50). FSMAX was incepted earlier than GMVRX: FSMAX (14 years) vs GMVRX (11 years). GMVRX (1.69) is less costly to investors than FSMAX (0.04). GMVRX is a more actively managed with annual turnover of: 67.00 vs. FSMAX (9.00). FSMAX (0) and GMVRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. GMVRX (1.65). FSMAX return over 5 years is better than : 60.48 vs. GMVRX (50.67).
| FSMAX | GMVRX | FSMAX / GMVRX | |
| Total Expense Ratio | 0.04 | 1.43 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.69 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.080 | -4.228 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 143M | 26,294% |
| Annual Yield % from dividends | 0.50 | 0.60 | 84% |
| Returns for 1 year | 11.48 | 1.65 | 696% |
| Returns for 3 years | 47.57 | 10.27 | 463% |
| Returns for 5 years | 60.48 | 50.67 | 119% |
| Returns for 10 years | 66.64 | 41.06 | 162% |
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