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FSMAX vs GWGVX
FSMAX vs GWGVX Comparison
Open Charts FSMAX vs GWGVX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
AMG GW&K Small Mid Cap Core N
Price$18.60
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets777.62M
FSMAX vs GWGVX Comparison Chart in %
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FSMAX vs. GWGVX commentary
Jul 07, 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 GWGVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. GWGVX (778M). FSMAX pays higher dividends than GWGVX: FSMAX (0.47) vs GWGVX (0.00). FSMAX was incepted earlier than GWGVX: FSMAX (14 years) vs GWGVX (8 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 (9.00). 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 : 18.61 vs. GWGVX (5.56). FSMAX return over 5 years is better than : 64.88 vs. GWGVX (51.34).
| 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 | 8 years | - |
| Gain YTD | 4.632 | -1.431 | -324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 778M | 5,039% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 5.56 | 335% |
| Returns for 3 years | 54.62 | 22.61 | 242% |
| Returns for 5 years | 64.88 | 51.34 | 126% |
| Returns for 10 years | 81.19 | N/A | - |
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