GWEIX
Price
$31.13
Change
+$0.02 (+0.06%)
Updated
Mar 1, 6:59 PM EST
NAESX
Price
$106.02
Change
+$0.77 (+0.73%)
Updated
Mar 1, 6:59 PM EST
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Compare predictions GWEIX vs NAESX

Header iconGWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESXBanner chart's image
AMG GW&K Small Cap Core I
Price$31.13
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.02
Change+$0.77 (+0.73%)
VolumeN/A
CapitalizationN/A
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GWEIX vs NAESX Comparison Chart

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VS
GWEIX vs. NAESX commentary
Mar 03, 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: 130B vs. GWEIX (660M). NAESX pays higher dividends than GWEIX: NAESX (1.40) vs GWEIX (0.43). GWEIX was incepted earlier than NAESX: GWEIX (15 years) vs NAESX (63 years). GWEIX (0.95) is less costly to investors than NAESX (0.17). GWEIX is a more actively managed with annual turnover of: 25.00 vs. NAESX (14.00). 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 : 11.79 vs. GWEIX (3.98). NAESX return over 5 years is better than : 44.07 vs. GWEIX (27.10).
GWEIXNAESXGWEIX / NAESX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio0.950.17559%
Fund Existence15 years63 years-
Gain YTD3.3003.75888%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRA50000N/A-
Net Assets660M130B1%
Annual Yield % from dividends0.431.4031%
Returns for 1 year3.9811.7934%
Returns for 3 years-7.654.46-172%
Returns for 5 years27.1044.0761%
Returns for 10 years29.26101.5029%
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