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FSMAX vs GWGVX
FSMAX vs GWGVX Comparison
Open Charts FSMAX vs GWGVX
Fidelity Extended Market Index
Price$103.15
Change-$0.39 (-0.38%)
VolumeN/A
Net Assets40.63B
AMG GW&K Small Mid Cap Core N
Price$20.37
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets748.23M
FSMAX vs GWGVX Comparison Chart in %
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FSMAX vs. GWGVX commentary
Feb 05, 2026
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 GWGVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. GWGVX (748M). FSMAX pays higher dividends than GWGVX: FSMAX (0.56) vs GWGVX (0.00). FSMAX was incepted earlier than GWGVX: FSMAX (14 years) vs GWGVX (9 years). GWGVX (1.07) is less costly to investors than FSMAX (0.04). GWGVX is a more actively managed with annual turnover of: 21.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than GWGVX: FSMAX (0) vs GWGVX (2000). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. GWGVX (3.95). GWGVX return over 5 years is better than : 20.81 vs. FSMAX (19.23).
| FSMAX | GWGVX | FSMAX / GWGVX | |
| Total Expense Ratio | 0.04 | 1.07 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.07 | 3% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 3.050 | 5.796 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 748M | 5,428% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | 3.95 | 266% |
| Returns for 3 years | 48.06 | 21.17 | 227% |
| Returns for 5 years | 19.23 | 20.81 | 92% |
| Returns for 10 years | 157.02 | N/A | - |
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