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FSMDX vs GWGVX
FSMDX vs GWGVX Comparison
Open Charts FSMDX vs GWGVX
AMG GW&K Small Mid Cap Core N
Price$17.60
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets737.42M
FSMDX vs GWGVX Comparison Chart
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FSMDX vs. GWGVX commentary
Jun 15, 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 FSMDX is a Buy and GWGVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. GWGVX (737M). FSMDX pays higher dividends than GWGVX: FSMDX (1.14) vs GWGVX (0.00). FSMDX was incepted earlier than GWGVX: FSMDX (14 years) vs GWGVX (8 years). GWGVX (1.07) is less costly to investors than FSMDX (0.03). GWGVX is a more actively managed with annual turnover of: 21.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than GWGVX: FSMDX (0) vs GWGVX (2000). FSMDX annual gain was more profitable for investors over the last year : 10.03 vs. GWGVX (-0.40). FSMDX return over 5 years is better than : 73.33 vs. GWGVX (45.94).
| FSMDX | GWGVX | FSMDX / GWGVX | |
| Total Expense Ratio | 0.03 | 1.07 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.07 | 2% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 1.421 | -6.730 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 737M | 5,482% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | 10.03 | -0.40 | -2,533% |
| Returns for 3 years | 42.08 | 17.41 | 242% |
| Returns for 5 years | 73.33 | 45.94 | 160% |
| Returns for 10 years | 108.65 | N/A | - |
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