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FSMDX vs GWGZX
FSMDX vs GWGZX Comparison
Open Charts FSMDX vs GWGZX
AMG GW&K Small Mid Cap Core Z
Price$17.74
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets737.42M
FSMDX vs GWGZX Comparison Chart
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FSMDX vs. GWGZX commentary
Jun 16, 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 GWGZX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. GWGZX (737M). FSMDX pays higher dividends than GWGZX: FSMDX (1.14) vs GWGZX (0.14). FSMDX was incepted earlier than GWGZX: FSMDX (14 years) vs GWGZX (8 years). GWGZX (0.82) is less costly to investors than FSMDX (0.03). GWGZX is a more actively managed with annual turnover of: 21.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than GWGZX: FSMDX (0) vs GWGZX (5000000). FSMDX annual gain was more profitable for investors over the last year : 10.03 vs. GWGZX (-0.10). FSMDX return over 5 years is better than : 73.33 vs. GWGZX (47.42).
| FSMDX | GWGZX | FSMDX / GWGZX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.82 | 3% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 1.421 | -6.582 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 737M | 5,482% |
| Annual Yield % from dividends | 1.14 | 0.14 | 801% |
| Returns for 1 year | 10.03 | -0.10 | -10,228% |
| Returns for 3 years | 42.08 | 18.00 | 234% |
| Returns for 5 years | 73.33 | 47.42 | 155% |
| Returns for 10 years | 108.65 | N/A | - |
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