Interact to see
Advertisement
Advertisement
GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$34.90
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets621.27M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
GWEIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWEIX vs. NAESX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. GWEIX (621M). NAESX pays higher dividends than GWEIX: NAESX (1.20) vs GWEIX (0.20). 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 : 12.82 vs. GWEIX (7.88). NAESX return over 5 years is better than : 65.43 vs. GWEIX (36.33).
| 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 | 5.114 | 5.746 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 161B | 0% |
| Annual Yield % from dividends | 0.20 | 1.20 | 16% |
| Returns for 1 year | 7.88 | 12.82 | 62% |
| Returns for 3 years | 27.23 | 38.26 | 71% |
| Returns for 5 years | 36.33 | 65.43 | 56% |
| Returns for 10 years | 53.93 | 130.73 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IEMG | 62.78 | 0.74 | +1.19% |
| iShares Core MSCI Emerging Markets ETF | |||
| FGD | 29.07 | 0.11 | +0.37% |
| First Trust Dow Jones Global Sel Div ETF | |||
| EDGF | 25.03 | 0.04 | +0.18% |
| 3EDGE Dynamic Fixed Income ETF | |||
| JSML | 73.19 | 0.09 | +0.13% |
| Janus Henderson Small Cap Gr Alpha ETF | |||
| DOGG | 19.95 | -0.06 | -0.29% |
| FT Vest DJIA® Dogs 10 Trgt Inc ETF | |||