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GWEIX vs VSMAX
GWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAX
AMG GW&K Small Cap Core I
Price$35.71
Change+$0.40 (+1.13%)
VolumeN/A
Net Assets637.59M
Vanguard Small Cap Index Admiral Shares
Price$124.02
Change+$0.81 (+0.66%)
VolumeN/A
Net Assets162.36B
GWEIX vs VSMAX Comparison Chart in %
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GWEIX vs. VSMAX commentary
Oct 26, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. GWEIX (638M). VSMAX pays higher dividends than GWEIX: VSMAX (1.34) 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 : 9.37 vs. GWEIX (7.54). VSMAX return over 5 years is better than : 57.94 vs. GWEIX (33.64).
| 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 | 7.431 | 7.949 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 162B | 0% |
| Annual Yield % from dividends | 0.20 | 1.34 | 15% |
| Returns for 1 year | 7.54 | 9.37 | 81% |
| Returns for 3 years | 27.82 | 42.43 | 66% |
| Returns for 5 years | 33.64 | 57.94 | 58% |
| Returns for 10 years | 56.98 | 139.15 | 41% |
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