GWGIX vs. FOCSX
Compare and contrast key facts about AMG GW&K Small/Mid Cap Fund (GWGIX) and Fidelity Small Cap Growth K6 Fund (FOCSX).
GWGIX is managed by AMG. It was launched on Jun 30, 2015. FOCSX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWGIX or FOCSX.
Correlation
The correlation between GWGIX and FOCSX is 0.90, 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.
Performance
GWGIX vs. FOCSX - Performance Comparison
Key characteristics
GWGIX:
0.89
FOCSX:
1.14
GWGIX:
1.37
FOCSX:
1.63
GWGIX:
1.16
FOCSX:
1.20
GWGIX:
0.78
FOCSX:
0.66
GWGIX:
3.39
FOCSX:
5.59
GWGIX:
4.28%
FOCSX:
4.03%
GWGIX:
16.22%
FOCSX:
19.83%
GWGIX:
-37.41%
FOCSX:
-51.13%
GWGIX:
-5.46%
FOCSX:
-19.00%
Returns By Period
In the year-to-date period, GWGIX achieves a 4.01% return, which is significantly lower than FOCSX's 4.32% return.
GWGIX
4.01%
3.30%
10.82%
15.96%
8.36%
N/A
FOCSX
4.32%
1.86%
15.47%
22.90%
4.14%
N/A
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GWGIX vs. FOCSX - Expense Ratio Comparison
GWGIX has a 0.87% expense ratio, which is higher than FOCSX's 0.60% expense ratio.
Risk-Adjusted Performance
GWGIX vs. FOCSX — Risk-Adjusted Performance Rank
GWGIX
FOCSX
GWGIX vs. FOCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Fund (GWGIX) and Fidelity Small Cap Growth K6 Fund (FOCSX). 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.
Dividends
GWGIX vs. FOCSX - Dividend Comparison
GWGIX's dividend yield for the trailing twelve months is around 0.09%, less than FOCSX's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWGIX AMG GW&K Small/Mid Cap Fund | 0.09% | 0.09% | 0.19% | 0.27% | 0.00% | 0.12% | 0.12% | 0.10% | 0.12% | 0.05% |
FOCSX Fidelity Small Cap Growth K6 Fund | 1.50% | 1.57% | 0.23% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% |
Drawdowns
GWGIX vs. FOCSX - Drawdown Comparison
The maximum GWGIX drawdown since its inception was -37.41%, smaller than the maximum FOCSX drawdown of -51.13%. Use the drawdown chart below to compare losses from any high point for GWGIX and FOCSX. For additional features, visit the drawdowns tool.
Volatility
GWGIX vs. FOCSX - Volatility Comparison
The current volatility for AMG GW&K Small/Mid Cap Fund (GWGIX) is 3.96%, while Fidelity Small Cap Growth K6 Fund (FOCSX) has a volatility of 5.31%. This indicates that GWGIX experiences smaller price fluctuations and is considered to be less risky than FOCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.