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GWEIX vs VSMAX
GWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAX
AMG GW&K Small Cap Core I
Price$33.61
Change-$0.78 (-2.27%)
VolumeN/A
Net Assets657M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
GWEIX vs VSMAX Comparison Chart
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VS
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GWEIX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. GWEIX (657M). VSMAX pays higher dividends than GWEIX: VSMAX (1.42) vs GWEIX (0.42). GWEIX was incepted earlier than VSMAX: GWEIX (16 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 : 11.25 vs. GWEIX (8.95). VSMAX return over 5 years is better than : 44.48 vs. GWEIX (24.76).
| GWEIX | VSMAX | GWEIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 1.113 | -0.304 | -366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 161B | 0% |
| Annual Yield % from dividends | 0.42 | 1.42 | 29% |
| Returns for 1 year | 8.95 | 11.25 | 80% |
| Returns for 3 years | 11.57 | 18.86 | 61% |
| Returns for 5 years | 24.76 | 44.48 | 56% |
| Returns for 10 years | 42.77 | 105.78 | 40% |
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