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FSMAX vs GWGVX
FSMAX vs GWGVX Comparison
Open Charts FSMAX vs GWGVX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
AMG GW&K Small Mid Cap Core N
Price$18.96
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
FSMAX vs GWGVX Comparison Chart in %
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FSMAX vs. GWGVX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. GWGVX (771M). FSMAX pays higher dividends than GWGVX: FSMAX (0.46) 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 : 16.65 vs. GWGVX (3.38). FSMAX return over 5 years is better than : 52.87 vs. GWGVX (38.60).
| 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 | 6.140 | 0.477 | 1,287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 771M | 5,136% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.65 | 3.38 | 493% |
| Returns for 3 years | 34.54 | 10.68 | 323% |
| Returns for 5 years | 52.87 | 38.60 | 137% |
| Returns for 10 years | 84.94 | N/A | - |
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