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GWETX vs NAESX
GWETX vs NAESX Comparison
Open Charts GWETX vs NAESX
AMG GW&K Small Cap Core N
Price$30.92
Change+$0.41 (+1.34%)
VolumeN/A
Net Assets576.85M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
GWETX vs NAESX Comparison Chart
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GWETX vs. NAESX commentary
Jun 07, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. GWETX (577M). NAESX pays higher dividends than GWETX: NAESX (1.35) vs GWETX (0.00). GWETX was incepted earlier than NAESX: GWETX (29 years) vs NAESX (65 years). GWETX (1.30) 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 : 5.13 vs. GWETX (1.94). NAESX return over 5 years is better than : 52.20 vs. GWETX (23.37).
| GWETX | NAESX | GWETX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -5.190 | -4.086 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 1.94 | 5.13 | 38% |
| Returns for 3 years | 6.73 | 16.63 | 40% |
| Returns for 5 years | 23.37 | 52.20 | 45% |
| Returns for 10 years | 26.96 | 96.08 | 28% |
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