GWEIX
Price
$38.71
Change
+$0.15 (+0.39%)
Updated
Aug 21 closing price
Net Assets
753.02M
VSMAX
Price
$146.06
Change
+$1.04 (+0.72%)
Updated
Aug 21 closing price
Net Assets
183.38B
Interact to see
Advertisement

GWEIX vs VSMAX

GWEIX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
GWEIX vs. VSMAX commentary
Aug 23, 2026

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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. GWEIX (753M). VSMAX pays higher dividends than GWEIX: VSMAX (1.21) vs GWEIX (0.17). GWEIX was incepted earlier than VSMAX: GWEIX (17 years) vs VSMAX (26 years). GWEIX (0.95) is less costly to investors than VSMAX (0.05). GWEIX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (17.00). 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 : 24.79 vs. GWEIX (15.21). VSMAX return over 5 years is better than : 42.24 vs. GWEIX (10.20).
GWEIXVSMAXGWEIX / VSMAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio0.950.051,900%
Fund Existence17 years26 years-
Gain YTD16.73718.38291%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets753M183B0%
Annual Yield % from dividends0.171.2114%
Returns for 1 year15.2124.7961%
Returns for 3 years35.8658.3062%
Returns for 5 years10.2042.2424%
Returns for 10 years58.93157.1338%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CPECX21.400.22
+1.04%
Catalyst Dynamic Alpha C
NICSX95.740.52
+0.55%
Nicholas
GSIHX23.880.11
+0.46%
Goldman Sachs GQG Ptnrs Intl Opps A
FGEKX27.70N/A
N/A
Fidelity Advisor® Global EquityInc Z
CSHAX13.12-0.11
-0.83%
NYLI Cushing® MLP Premier Class A