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FSMAX vs GWGVX
FSMAX vs GWGVX Comparison
Open Charts FSMAX vs GWGVX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
AMG GW&K Small Mid Cap Core N
Price$19.59
Change+$0.31 (+1.61%)
VolumeN/A
Net Assets759.45M
FSMAX vs GWGVX Comparison Chart in %
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FSMAX vs. GWGVX commentary
Sep 07, 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 (9.00). 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 : 21.50 vs. GWGVX (7.82). FSMAX return over 5 years is better than : 59.13 vs. GWGVX (46.85).
| 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 | 3.816 | 264% |
| 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 | 21.50 | 7.82 | 275% |
| Returns for 3 years | 56.89 | 27.29 | 208% |
| Returns for 5 years | 59.13 | 46.85 | 126% |
| Returns for 10 years | 101.70 | N/A | - |
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