Ad is loading...
GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$29.86
Change+$0.52 (+1.77%)
VolumeN/A
Net Assets553.52M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
GWEIX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWEIX vs. NAESX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. GWEIX (554M). 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 : -2.36 vs. GWEIX (-3.01). NAESX return over 5 years is better than : 71.57 vs. GWEIX (45.24).
| 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 | -11.733 | -12.247 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 143B | 0% |
| Annual Yield % from dividends | 0.22 | 1.39 | 16% |
| Returns for 1 year | -3.01 | -2.36 | 127% |
| Returns for 3 years | -0.70 | 4.67 | -15% |
| Returns for 5 years | 45.24 | 71.57 | 63% |
| Returns for 10 years | 23.15 | 78.60 | 29% |