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FSMAX vs GWGVX
FSMAX vs GWGVX Comparison
Open Charts FSMAX vs GWGVX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
AMG GW&K Small Mid Cap Core N
Price$17.60
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets737.42M
FSMAX vs GWGVX Comparison Chart
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FSMAX vs. GWGVX commentary
Jun 16, 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: 37.6B vs. GWGVX (737M). FSMAX pays higher dividends than GWGVX: FSMAX (0.50) 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 : 11.48 vs. GWGVX (0.17). FSMAX return over 5 years is better than : 60.48 vs. GWGVX (45.94).
| 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 | -2.080 | -6.730 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 737M | 5,102% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | 0.17 | 6,725% |
| Returns for 3 years | 47.57 | 17.41 | 273% |
| Returns for 5 years | 60.48 | 45.94 | 132% |
| Returns for 10 years | 66.64 | N/A | - |
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