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FSMAX vs GWGIX
FSMAX vs GWGIX Comparison
Open Charts FSMAX vs GWGIX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
AMG GW&K Small Mid Cap Core I
Price$17.70
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets737.42M
FSMAX vs GWGIX Comparison Chart
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FSMAX vs. GWGIX commentary
Jun 15, 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: 37.6B vs. GWGIX (737M). FSMAX pays higher dividends than GWGIX: FSMAX (0.50) 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 : 11.48 vs. GWGIX (-0.20). FSMAX return over 5 years is better than : 60.48 vs. GWGIX (47.11).
| 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 | -2.080 | -6.646 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 737M | 5,102% |
| Annual Yield % from dividends | 0.50 | 0.09 | 530% |
| Returns for 1 year | 11.48 | -0.20 | -5,795% |
| Returns for 3 years | 47.57 | 17.86 | 266% |
| Returns for 5 years | 60.48 | 47.11 | 128% |
| Returns for 10 years | 66.64 | N/A | - |
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