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FSMAX vs GWGIX
FSMAX vs GWGIX Comparison
Open Charts FSMAX vs GWGIX
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
AMG GW&K Small Mid Cap Core I
Price$18.66
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets770.38M
FSMAX vs GWGIX Comparison Chart in %
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FSMAX vs. GWGIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. GWGIX (770M). FSMAX pays higher dividends than GWGIX: FSMAX (0.46) vs GWGIX (0.09). 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 : 21.74 vs. GWGIX (6.69). FSMAX return over 5 years is better than : 51.34 vs. GWGIX (38.66).
| 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 | 4.478 | -1.160 | -386% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 770M | 5,143% |
| Annual Yield % from dividends | 0.46 | 0.09 | 524% |
| Returns for 1 year | 21.74 | 6.69 | 325% |
| Returns for 3 years | 37.63 | 13.28 | 283% |
| Returns for 5 years | 51.34 | 38.66 | 133% |
| Returns for 10 years | 81.66 | 91.20 | 90% |
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