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GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$34.63
Change-$0.41 (-1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
GWEIX vs NAESX Comparison Chart
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GWEIX vs. NAESX commentary
Dec 18, 2024
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: 167B vs. GWEIX (686M). NAESX pays higher dividends than GWEIX: NAESX (1.31) vs GWEIX (0.42). GWEIX was incepted earlier than NAESX: GWEIX (15 years) vs NAESX (64 years). 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 : 19.54 vs. GWEIX (18.09). NAESX return over 5 years is better than : 53.79 vs. GWEIX (33.21).
| GWEIX | NAESX | GWEIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 64 years | - |
| Gain YTD | 15.870 | 17.994 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 167B | 0% |
| Annual Yield % from dividends | 0.42 | 1.31 | 32% |
| Returns for 1 year | 18.09 | 19.54 | 93% |
| Returns for 3 years | 8.25 | 15.71 | 53% |
| Returns for 5 years | 33.21 | 53.79 | 62% |
| Returns for 10 years | 44.74 | 124.30 | 36% |
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