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GWETX vs NAESX
GWETX vs NAESX Comparison
Open Charts GWETX vs NAESX
AMG GW&K Small Cap Core N
Price$32.68
Change-$0.31 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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GWETX vs NAESX Comparison Chart
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GWETX vs. NAESX commentary
Sep 21, 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: 149B vs. GWETX (678M). 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 annual gain was more profitable for investors over the last year : 25.47 vs. GWETX (21.91). NAESX return over 5 years is better than : 53.25 vs. GWETX (27.56).
| 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 | 11.081 | 10.861 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 149B | 0% |
| Annual Yield % from dividends | 0.11 | 1.31 | 9% |
| Returns for 1 year | 21.91 | 25.47 | 86% |
| Returns for 3 years | -5.71 | 8.84 | -65% |
| Returns for 5 years | 27.56 | 53.25 | 52% |
| Returns for 10 years | 43.13 | 120.79 | 36% |
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