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FSMAX vs GWGZX
FSMAX vs GWGZX Comparison
Open Charts FSMAX vs GWGZX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
AMG GW&K Small Mid Cap Core Z
Price$19.12
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
FSMAX vs GWGZX Comparison Chart in %
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FSMAX vs. GWGZX commentary
Aug 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 Buy and GWGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. GWGZX (771M). FSMAX pays higher dividends than GWGZX: FSMAX (0.46) vs GWGZX (0.13). FSMAX was incepted earlier than GWGZX: FSMAX (14 years) vs GWGZX (8 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 (9.00). 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 : 16.65 vs. GWGZX (3.65). FSMAX return over 5 years is better than : 52.87 vs. GWGZX (40.13).
| 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 | 8 years | - |
| Gain YTD | 6.140 | 0.685 | 897% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 771M | 5,136% |
| Annual Yield % from dividends | 0.46 | 0.13 | 345% |
| Returns for 1 year | 16.65 | 3.65 | 456% |
| Returns for 3 years | 34.54 | 11.25 | 307% |
| Returns for 5 years | 52.87 | 40.13 | 132% |
| Returns for 10 years | 84.94 | N/A | - |
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