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GWEIX vs VSMAX
GWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAX
AMG GW&K Small Cap Core I
Price$34.63
Change-$0.41 (-1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
GWEIX vs VSMAX Comparison Chart
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GWEIX vs. VSMAX commentary
Dec 18, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. GWEIX (686M). VSMAX pays higher dividends than GWEIX: VSMAX (1.42) vs GWEIX (0.42). GWEIX was incepted earlier than VSMAX: GWEIX (15 years) vs VSMAX (24 years). GWEIX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (12.00). 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 : 19.58 vs. GWEIX (18.09). VSMAX return over 5 years is better than : 53.97 vs. GWEIX (33.21).
| GWEIX | VSMAX | GWEIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 15.870 | 18.049 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 167B | 0% |
| Annual Yield % from dividends | 0.42 | 1.42 | 29% |
| Returns for 1 year | 18.09 | 19.58 | 92% |
| Returns for 3 years | 8.25 | 15.80 | 52% |
| Returns for 5 years | 33.21 | 53.97 | 62% |
| Returns for 10 years | 44.74 | 125.00 | 36% |