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FSMAX vs GWGIX
FSMAX vs GWGIX Comparison
Open Charts FSMAX vs GWGIX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
AMG GW&K Small Mid Cap Core I
Price$19.71
Change+$0.31 (+1.60%)
VolumeN/A
Net Assets759.45M
FSMAX vs GWGIX Comparison Chart in %
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FSMAX vs. GWGIX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. GWGIX (759M). 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 : 21.50 vs. GWGIX (8.36). FSMAX return over 5 years is better than : 59.13 vs. GWGIX (48.46).
| 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 | 10.057 | 4.272 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 759M | 5,402% |
| Annual Yield % from dividends | 0.44 | 0.08 | 526% |
| Returns for 1 year | 21.50 | 8.36 | 257% |
| Returns for 3 years | 56.89 | 28.16 | 202% |
| Returns for 5 years | 59.13 | 48.46 | 122% |
| Returns for 10 years | 101.70 | 115.44 | 88% |
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