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GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$34.48
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets616.98M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
GWEIX vs NAESX Comparison Chart in %
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GWEIX vs. NAESX commentary
Oct 20, 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: 162B vs. GWEIX (617M). NAESX pays higher dividends than GWEIX: NAESX (1.23) 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 : 4.92 vs. GWEIX (0.60). NAESX return over 5 years is better than : 55.28 vs. GWEIX (29.28).
| 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 | 3.730 | 5.577 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 162B | 0% |
| Annual Yield % from dividends | 0.20 | 1.23 | 16% |
| Returns for 1 year | 0.60 | 4.92 | 12% |
| Returns for 3 years | 26.70 | 41.91 | 64% |
| Returns for 5 years | 29.28 | 55.28 | 53% |
| Returns for 10 years | 49.96 | 130.16 | 38% |
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