GWEIX
Price
$30.70
Change
-$0.34 (-1.10%)
Updated
Feb 21, 6:59 PM EST
VSMAX
Price
$102.38
Change
-$0.26 (-0.25%)
Updated
Feb 21, 6:59 PM EST
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Analysis and predictions GWEIX vs VSMAX

Header iconGWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAXBanner chart's image
AMG GW&K Small Cap Core I
Price$30.70
Change-$0.34 (-1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$102.38
Change-$0.26 (-0.25%)
VolumeN/A
CapitalizationN/A
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GWEIX vs VSMAX Comparison Chart

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VS
GWEIX vs. VSMAX commentary
Feb 22, 2024

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.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 130B vs. GWEIX (646M). VSMAX pays higher dividends than GWEIX: VSMAX (1.60) vs GWEIX (0.45). GWEIX was incepted earlier than VSMAX: GWEIX (15 years) vs VSMAX (23 years). GWEIX (0.95) is less costly to investors than VSMAX (0.05). GWEIX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (14.00). 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 : 8.78 vs. GWEIX (3.87). VSMAX return over 5 years is better than : 39.36 vs. GWEIX (24.99).
GWEIXVSMAXGWEIX / VSMAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio0.950.051,900%
Fund Existence15 years23 years-
Gain YTD2.4420.1861,314%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRA50000N/A-
Net Assets646M130B0%
Annual Yield % from dividends0.451.6028%
Returns for 1 year3.878.7844%
Returns for 3 years-9.40-0.313,048%
Returns for 5 years24.9939.3663%
Returns for 10 years32.14101.4432%
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