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GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$29.37
Change-$2.06 (-6.55%)
VolumeN/A
Net Assets604.26M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
GWEIX vs NAESX Comparison Chart
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GWEIX vs. NAESX commentary
Apr 04, 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 GWEIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. GWEIX (604M). NAESX pays higher dividends than GWEIX: NAESX (1.39) vs GWEIX (0.22). GWEIX was incepted earlier than NAESX: GWEIX (16 years) vs NAESX (65 years). GWEIX (0.96) is less costly to investors than NAESX (0.17). GWEIX is a more actively managed with annual turnover of: 20.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than GWEIX: NAESX (3000) vs GWEIX (100000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. GWEIX (-0.03). NAESX return over 5 years is better than : 115.68 vs. GWEIX (78.11).
| GWEIX | NAESX | GWEIX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | -7.010 | -5.833 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 153B | 0% |
| Annual Yield % from dividends | 0.22 | 1.39 | 16% |
| Returns for 1 year | -0.03 | 1.18 | -3% |
| Returns for 3 years | -0.51 | 6.44 | -8% |
| Returns for 5 years | 78.11 | 115.68 | 68% |
| Returns for 10 years | 29.42 | 90.61 | 32% |
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