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FSMAX vs GWGZX
FSMAX vs GWGZX Comparison
Open Charts FSMAX vs GWGZX
Fidelity Extended Market Index
Price$100.48
Change+$0.46 (+0.46%)
VolumeN/A
Net Assets41.05B
AMG GW&K Small Mid Cap Core Z
Price$19.82
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets759.45M
FSMAX vs GWGZX Comparison Chart in %
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FSMAX vs. GWGZX 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 GWGZX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. GWGZX (759M). FSMAX pays higher dividends than GWGZX: FSMAX (0.44) vs GWGZX (0.13). FSMAX was incepted earlier than GWGZX: FSMAX (14 years) vs GWGZX (9 years). GWGZX (0.82) is less costly to investors than FSMAX (0.04). GWGZX is a more actively managed with annual turnover of: 21.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than GWGZX: FSMAX (0) vs GWGZX (5000000). FSMAX annual gain was more profitable for investors over the last year : 23.59 vs. GWGZX (9.88). FSMAX return over 5 years is better than : 61.51 vs. GWGZX (49.51).
| FSMAX | GWGZX | FSMAX / GWGZX | |
| Total Expense Ratio | 0.04 | 0.82 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.82 | 4% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.057 | 4.371 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 759M | 5,402% |
| Annual Yield % from dividends | 0.44 | 0.13 | 346% |
| Returns for 1 year | 23.59 | 9.88 | 239% |
| Returns for 3 years | 48.36 | 22.20 | 218% |
| Returns for 5 years | 61.51 | 49.51 | 124% |
| Returns for 10 years | 102.49 | N/A | - |
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