ACWDX vs. FECGX
Compare and contrast key facts about AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and Fidelity Small Cap Growth Index Fund (FECGX).
ACWDX is managed by AMG. It was launched on Nov 3, 2010. FECGX is managed by Fidelity. It was launched on Jul 11, 2019.
Performance
ACWDX vs. FECGX - Performance Comparison
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ACWDX vs. FECGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | -2.84% | 0.29% | 9.27% | 21.13% | -22.32% | 12.52% | 45.63% | -2.47% |
FECGX Fidelity Small Cap Growth Index Fund | -6.77% | 13.04% | 15.26% | 18.90% | -26.17% | 2.83% | 34.41% | 7.11% |
Returns By Period
In the year-to-date period, ACWDX achieves a -2.84% return, which is significantly higher than FECGX's -6.77% return.
ACWDX
- 1D
- -1.41%
- 1M
- -8.95%
- YTD
- -2.84%
- 6M
- -8.95%
- 1Y
- 7.15%
- 3Y*
- 6.50%
- 5Y*
- 2.72%
- 10Y*
- 9.27%
FECGX
- 1D
- -2.02%
- 1M
- -10.15%
- YTD
- -6.77%
- 6M
- -5.65%
- 1Y
- 18.56%
- 3Y*
- 10.79%
- 5Y*
- 0.89%
- 10Y*
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ACWDX vs. FECGX - Expense Ratio Comparison
ACWDX has a 1.00% expense ratio, which is higher than FECGX's 0.05% expense ratio.
Return for Risk
ACWDX vs. FECGX — Risk / Return Rank
ACWDX
FECGX
ACWDX vs. FECGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and Fidelity Small Cap Growth Index Fund (FECGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACWDX | FECGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.71 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.15 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.14 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.02 | -0.83 |
Martin ratioReturn relative to average drawdown | 0.49 | 3.51 | -3.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACWDX | FECGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.71 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.04 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.26 | +0.15 |
Correlation
The correlation between ACWDX and FECGX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACWDX vs. FECGX - Dividend Comparison
ACWDX has not paid dividends to shareholders, while FECGX's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.74% | 0.00% | 2.04% | 58.27% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
FECGX Fidelity Small Cap Growth Index Fund | 0.58% | 0.54% | 1.25% | 0.81% | 0.80% | 3.43% | 1.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACWDX vs. FECGX - Drawdown Comparison
The maximum ACWDX drawdown since its inception was -38.86%, smaller than the maximum FECGX drawdown of -41.85%. Use the drawdown chart below to compare losses from any high point for ACWDX and FECGX.
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Drawdown Indicators
| ACWDX | FECGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.86% | -41.85% | +2.99% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -14.81% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -32.74% | -40.34% | +7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -38.86% | — | — |
Current DrawdownCurrent decline from peak | -14.99% | -14.81% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -16.11% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 4.30% | +1.45% |
Volatility
ACWDX vs. FECGX - Volatility Comparison
The current volatility for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) is 6.99%, while Fidelity Small Cap Growth Index Fund (FECGX) has a volatility of 7.58%. This indicates that ACWDX experiences smaller price fluctuations and is considered to be less risky than FECGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACWDX | FECGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 7.58% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 16.01% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.49% | 25.07% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.77% | 24.46% | -2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 27.27% | -3.93% |