Interact to see
Advertisement
Advertisement
GWEIX vs VSMAX
GWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAX
AMG GW&K Small Cap Core I
Price$34.42
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets612.61M
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
GWEIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWEIX vs. VSMAX commentary
Sep 18, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. GWEIX (613M). VSMAX pays higher dividends than GWEIX: VSMAX (1.31) vs GWEIX (0.20). GWEIX was incepted earlier than VSMAX: GWEIX (16 years) vs VSMAX (25 years). GWEIX (0.95) is less costly to investors than VSMAX (0.05). GWEIX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than GWEIX: VSMAX (3000) vs GWEIX (100000). VSMAX annual gain was more profitable for investors over the last year : 10.49 vs. GWEIX (4.12). VSMAX return over 5 years is better than : 66.40 vs. GWEIX (38.09).
| GWEIX | VSMAX | GWEIX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.670 | 6.588 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 161B | 0% |
| Annual Yield % from dividends | 0.20 | 1.31 | 15% |
| Returns for 1 year | 4.12 | 10.49 | 39% |
| Returns for 3 years | 24.81 | 39.11 | 63% |
| Returns for 5 years | 38.09 | 66.40 | 57% |
| Returns for 10 years | 52.54 | 133.25 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement