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GWEIX vs VSMAX
GWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAX
AMG GW&K Small Cap Core I
Price$29.37
Change-$2.06 (-6.55%)
VolumeN/A
Net Assets604.26M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
GWEIX vs VSMAX Comparison Chart
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GWEIX vs. VSMAX commentary
Apr 04, 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: 153B vs. GWEIX (604M). 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 : 1.20 vs. GWEIX (-0.03). VSMAX return over 5 years is better than : 115.95 vs. GWEIX (78.11).
| GWEIX | VSMAX | GWEIX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -7.010 | -5.824 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 153B | 0% |
| Annual Yield % from dividends | 0.22 | 1.52 | 14% |
| Returns for 1 year | -0.03 | 1.20 | -3% |
| Returns for 3 years | -0.51 | 6.53 | -8% |
| Returns for 5 years | 78.11 | 115.95 | 67% |
| Returns for 10 years | 29.42 | 91.10 | 32% |
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