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GWETX vs NAESX
GWETX vs NAESX Comparison
Open Charts GWETX vs NAESX
AMG GW&K Small Cap Core N
Price$34.26
Change-$0.54 (-1.55%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
GWETX vs NAESX Comparison Chart
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GWETX vs. NAESX commentary
Nov 18, 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 GWETX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. GWETX (698M). NAESX pays higher dividends than GWETX: NAESX (1.31) vs GWETX (0.11). GWETX was incepted earlier than NAESX: GWETX (28 years) vs NAESX (64 years). GWETX is a more actively managed with annual turnover of: 20.00 vs. NAESX (12.00). GWETX has a lower initial minimum investment than NAESX: GWETX (2000) vs NAESX (3000). NAESX (30.24) and GWETX (28.95) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. GWETX (29.88).
| GWETX | NAESX | GWETX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 64 years | - |
| Gain YTD | 16.451 | 15.758 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 151B | 0% |
| Annual Yield % from dividends | 0.11 | 1.31 | 9% |
| Returns for 1 year | 28.95 | 30.24 | 96% |
| Returns for 3 years | -11.11 | 4.66 | -238% |
| Returns for 5 years | 29.88 | 55.43 | 54% |
| Returns for 10 years | 41.68 | 122.58 | 34% |
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