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FSMAX vs GWGIX
FSMAX vs GWGIX Comparison
Open Charts FSMAX vs GWGIX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
AMG GW&K Small Mid Cap Core I
Price$18.71
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets777.62M
FSMAX vs GWGIX Comparison Chart in %
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FSMAX vs. GWGIX commentary
Jul 06, 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 GWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. GWGIX (778M). FSMAX pays higher dividends than GWGIX: FSMAX (0.47) vs GWGIX (0.09). FSMAX was incepted earlier than GWGIX: FSMAX (14 years) vs GWGIX (10 years). GWGIX (0.87) is less costly to investors than FSMAX (0.04). GWGIX is a more actively managed with annual turnover of: 21.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than GWGIX: FSMAX (0) vs GWGIX (100000). FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. GWGIX (5.79). FSMAX return over 5 years is better than : 64.88 vs. GWGIX (52.60).
| FSMAX | GWGIX | FSMAX / GWGIX | |
| Total Expense Ratio | 0.04 | 0.87 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.87 | 4% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 4.632 | -1.319 | -351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 778M | 5,039% |
| Annual Yield % from dividends | 0.47 | 0.09 | 523% |
| Returns for 1 year | 18.61 | 5.79 | 321% |
| Returns for 3 years | 54.62 | 23.12 | 236% |
| Returns for 5 years | 64.88 | 52.60 | 123% |
| Returns for 10 years | 81.19 | 91.08 | 89% |
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