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FSMAX vs GWGZX
FSMAX vs GWGZX Comparison
Open Charts FSMAX vs GWGZX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
AMG GW&K Small Mid Cap Core Z
Price$20.42
Change+$0.93 (+4.77%)
VolumeN/A
Net Assets748.23M
FSMAX vs GWGZX Comparison Chart in %
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FSMAX vs. GWGZX commentary
Feb 04, 2026
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 Hold and GWGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. GWGZX (748M). FSMAX pays higher dividends than GWGZX: FSMAX (0.56) vs GWGZX (0.19). 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 : 10.51 vs. GWGZX (4.28). GWGZX return over 5 years is better than : 22.09 vs. FSMAX (19.23).
| 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 | 3.050 | 5.858 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 748M | 5,428% |
| Annual Yield % from dividends | 0.56 | 0.19 | 295% |
| Returns for 1 year | 10.51 | 4.28 | 245% |
| Returns for 3 years | 48.06 | 22.17 | 217% |
| Returns for 5 years | 19.23 | 22.09 | 87% |
| Returns for 10 years | 157.02 | N/A | - |
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