Ad is loading...
GWEIX vs VSCPX
GWEIX vs VSCPX Comparison
Open Charts GWEIX vs VSCPX
AMG GW&K Small Cap Core I
Price$34.62
Change+$0.17 (+0.49%)
VolumeN/A
Net Assets683.74M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
GWEIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWEIX vs. VSCPX commentary
Jan 19, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. GWEIX (684M). VSCPX pays higher dividends than GWEIX: VSCPX (1.44) vs GWEIX (0.42). GWEIX was incepted earlier than VSCPX: GWEIX (15 years) vs VSCPX (14 years). GWEIX is a more actively managed with annual turnover of: 20.00 vs. VSCPX (12.00). GWEIX has a lower initial minimum investment than VSCPX: GWEIX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. GWEIX (18.78). VSCPX return over 5 years is better than : 49.02 vs. GWEIX (27.46).
| GWEIX | VSCPX | GWEIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 3.640 | 3.376 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 155B | 0% |
| Annual Yield % from dividends | 0.42 | 1.44 | 29% |
| Returns for 1 year | 18.78 | 21.27 | 88% |
| Returns for 3 years | 9.56 | 17.26 | 55% |
| Returns for 5 years | 27.46 | 49.02 | 56% |
| Returns for 10 years | 53.83 | 127.24 | 42% |