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GWETX vs NAESX
GWETX vs NAESX Comparison
Open Charts GWETX vs NAESX
AMG GW&K Small Cap Core N
Price$30.10
Change+$0.55 (+1.86%)
VolumeN/A
Net Assets577.36M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
GWETX vs NAESX Comparison Chart
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GWETX vs. NAESX commentary
May 09, 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 GWETX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. GWETX (577M). NAESX pays higher dividends than GWETX: NAESX (1.43) vs GWETX (0.00). GWETX was incepted earlier than NAESX: GWETX (28 years) vs NAESX (65 years). GWETX (1.31) is less costly to investors than NAESX (0.17). GWETX is a more actively managed with annual turnover of: 22.00 vs. NAESX (13.00). GWETX has a lower initial minimum investment than NAESX: GWETX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. GWETX (-1.53). NAESX return over 5 years is better than : 65.08 vs. GWETX (35.03).
| GWETX | NAESX | GWETX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | -8.173 | -8.414 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -1.53 | -0.09 | 1,682% |
| Returns for 3 years | 12.75 | 20.27 | 63% |
| Returns for 5 years | 35.03 | 65.08 | 54% |
| Returns for 10 years | 25.20 | 87.81 | 29% |
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