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GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$33.59
Change-$0.18 (-0.53%)
VolumeN/A
Net Assets598.25M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
GWEIX vs NAESX Comparison Chart in %
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GWEIX vs. NAESX commentary
Aug 17, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. GWEIX (598M). NAESX pays higher dividends than GWEIX: NAESX (1.25) vs GWEIX (0.21). GWEIX was incepted earlier than NAESX: GWEIX (16 years) vs NAESX (65 years). GWEIX (0.95) is less costly to investors than NAESX (0.17). GWEIX is a more actively managed with annual turnover of: 22.00 vs. NAESX (13.00). 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 : 9.15 vs. GWEIX (3.59). NAESX return over 5 years is better than : 57.53 vs. GWEIX (27.56).
| GWEIX | NAESX | GWEIX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | 1.053 | 2.494 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 154B | 0% |
| Annual Yield % from dividends | 0.21 | 1.25 | 17% |
| Returns for 1 year | 3.59 | 9.15 | 39% |
| Returns for 3 years | 8.71 | 20.39 | 43% |
| Returns for 5 years | 27.56 | 57.53 | 48% |
| Returns for 10 years | 40.93 | 112.59 | 36% |
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