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FSMAX vs GWGVX
FSMAX vs GWGVX Comparison
Open Charts FSMAX vs GWGVX
Fidelity Extended Market Index
Price$100.48
Change+$0.46 (+0.46%)
VolumeN/A
Net Assets41.05B
AMG GW&K Small Mid Cap Core N
Price$19.65
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets759.15M
FSMAX vs GWGVX Comparison Chart in %
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FSMAX vs. GWGVX commentary
Sep 09, 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: 41B vs. GWGVX (759M). FSMAX pays higher dividends than GWGVX: FSMAX (0.44) 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 : 23.59 vs. GWGVX (8.15). FSMAX return over 5 years is better than : 61.51 vs. GWGVX (47.30).
| 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 | 10.057 | 4.134 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 759M | 5,402% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 23.59 | 8.15 | 290% |
| Returns for 3 years | 48.36 | 27.68 | 175% |
| Returns for 5 years | 61.51 | 47.30 | 130% |
| Returns for 10 years | 102.49 | N/A | - |
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