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FSMAX vs GWGVX
FSMAX vs GWGVX Comparison
Open Charts FSMAX vs GWGVX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
AMG GW&K Small Mid Cap Core N
Price$18.79
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets779.62M
FSMAX vs GWGVX Comparison Chart in %
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FSMAX vs. GWGVX commentary
Jul 28, 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 StrongBuy and GWGVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. GWGVX (780M). 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 : 15.33 vs. GWGVX (1.46). FSMAX return over 5 years is better than : 61.91 vs. GWGVX (46.11).
| 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 | 6.195 | -0.424 | -1,461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 780M | 5,026% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 15.33 | 1.46 | 1,051% |
| Returns for 3 years | 51.73 | 20.14 | 257% |
| Returns for 5 years | 61.91 | 46.11 | 134% |
| Returns for 10 years | 86.12 | N/A | - |
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