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GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$31.37
Change-$0.58 (-1.82%)
VolumeN/A
Net Assets581.59M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
GWEIX vs NAESX Comparison Chart
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GWEIX vs. NAESX commentary
Jun 14, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. GWEIX (582M). NAESX pays higher dividends than GWEIX: NAESX (1.35) vs GWEIX (0.22). 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 : 6.92 vs. GWEIX (4.41). NAESX return over 5 years is better than : 65.86 vs. GWEIX (39.27).
| 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 | -3.881 | -2.825 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 148B | 0% |
| Annual Yield % from dividends | 0.22 | 1.35 | 16% |
| Returns for 1 year | 4.41 | 6.92 | 64% |
| Returns for 3 years | 20.58 | 33.42 | 62% |
| Returns for 5 years | 39.27 | 65.86 | 60% |
| Returns for 10 years | 31.98 | 96.04 | 33% |
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