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FSMAX vs GWGZX
FSMAX vs GWGZX Comparison
Open Charts FSMAX vs GWGZX
Fidelity Extended Market Index
Price$100.97
Change-$1.65 (-1.61%)
VolumeN/A
Net Assets41.44B
AMG GW&K Small Mid Cap Core Z
Price$19.35
Change-$0.19 (-0.97%)
VolumeN/A
Net Assets732.43M
FSMAX vs GWGZX Comparison Chart in %
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FSMAX vs. GWGZX commentary
Oct 17, 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 GWGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. GWGZX (732M). 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 : 14.77 vs. GWGZX (1.21). FSMAX return over 5 years is better than : 51.60 vs. GWGZX (39.25).
| 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 | 12.918 | 2.896 | 446% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 732M | 5,656% |
| Annual Yield % from dividends | 0.44 | 0.13 | 337% |
| Returns for 1 year | 14.77 | 1.21 | 1,215% |
| Returns for 3 years | 69.02 | 31.19 | 221% |
| Returns for 5 years | 51.60 | 39.25 | 131% |
| Returns for 10 years | 107.22 | N/A | - |
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