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FSMAX vs GWGIX
FSMAX vs GWGIX Comparison
Open Charts FSMAX vs GWGIX
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
AMG GW&K Small Mid Cap Core I
Price$19.42
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets728.52M
FSMAX vs GWGIX Comparison Chart in %
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FSMAX vs. GWGIX commentary
Oct 19, 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 Hold and GWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. GWGIX (729M). FSMAX pays higher dividends than GWGIX: FSMAX (0.44) vs GWGIX (0.08). 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 (15.00). 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 : 12.72 vs. GWGIX (0.71). FSMAX return over 5 years is better than : 48.84 vs. GWGIX (38.38).
| 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 | 10.860 | 2.426 | 448% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 729M | 5,679% |
| Annual Yield % from dividends | 0.44 | 0.08 | 512% |
| Returns for 1 year | 12.72 | 0.71 | 1,802% |
| Returns for 3 years | 63.57 | 28.63 | 222% |
| Returns for 5 years | 48.84 | 38.38 | 127% |
| Returns for 10 years | 103.74 | 116.78 | 89% |
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