GWEIX
Price
$29.86
Change
+$0.52 (+1.77%)
Updated
Apr 24 closing price
Net Assets
553.52M
VSMAX
Price
$103.15
Change
+$2.18 (+2.16%)
Updated
Apr 24 closing price
Net Assets
143.36B
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GWEIX vs VSMAX

Header iconGWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAXBanner chart's image
AMG GW&K Small Cap Core I
Price$29.86
Change+$0.52 (+1.77%)
VolumeN/A
Net Assets553.52M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
GWEIX vs VSMAX Comparison Chart
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VS
GWEIX vs. VSMAX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. GWEIX (554M). VSMAX pays higher dividends than GWEIX: VSMAX (1.52) vs GWEIX (0.22). GWEIX was incepted earlier than VSMAX: GWEIX (16 years) vs VSMAX (24 years). GWEIX (0.96) is less costly to investors than VSMAX (0.05). 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 : -2.34 vs. GWEIX (-3.01). VSMAX return over 5 years is better than : 71.79 vs. GWEIX (45.24).
GWEIXVSMAXGWEIX / VSMAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio0.960.051,920%
Fund Existence16 years24 years-
Gain YTD-11.733-12.23996%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets554M143B0%
Annual Yield % from dividends0.221.5214%
Returns for 1 year-3.01-2.34128%
Returns for 3 years-0.704.74-15%
Returns for 5 years45.2471.7963%
Returns for 10 years23.1579.0929%
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