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FSMAX vs GWGIX
FSMAX vs GWGIX Comparison
Open Charts FSMAX vs GWGIX
Fidelity Extended Market Index
Price$102.72
Change+$1.18 (+1.16%)
VolumeN/A
Net Assets41.44B
AMG GW&K Small Mid Cap Core I
Price$19.62
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets732.52M
FSMAX vs GWGIX Comparison Chart in %
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FSMAX vs. GWGIX commentary
Oct 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 Hold and GWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. GWGIX (733M). FSMAX pays higher dividends than GWGIX: FSMAX (0.44) vs GWGIX (0.08). FSMAX was incepted earlier than GWGIX: FSMAX (14 years) vs GWGIX (10 years). GWGIX (0.87) is less costly to investors than FSMAX (0.04). GWGIX is a more actively managed with annual turnover of: 21.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than GWGIX: FSMAX (0) vs GWGIX (100000). FSMAX annual gain was more profitable for investors over the last year : 17.85 vs. GWGIX (3.28). FSMAX return over 5 years is better than : 50.18 vs. GWGIX (37.88).
| FSMAX | GWGIX | FSMAX / GWGIX | |
| Total Expense Ratio | 0.04 | 0.87 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.87 | 4% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 11.730 | 2.268 | 517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 733M | 5,648% |
| Annual Yield % from dividends | 0.44 | 0.08 | 512% |
| Returns for 1 year | 17.85 | 3.28 | 544% |
| Returns for 3 years | 68.00 | 31.65 | 215% |
| Returns for 5 years | 50.18 | 37.88 | 132% |
| Returns for 10 years | 104.77 | 115.26 | 91% |
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