Ad is loading...
GWETX vs NAESX
GWETX vs NAESX Comparison
Open Charts GWETX vs NAESX
AMG GW&K Small Cap Core N
Price$33.54
Change-$0.39 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
GWETX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWETX vs. NAESX commentary
Dec 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. GWETX (696M). 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 : 19.54 vs. GWETX (17.53). NAESX return over 5 years is better than : 53.79 vs. GWETX (30.46).
| 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 | 15.330 | 17.994 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 167B | 0% |
| Annual Yield % from dividends | 0.11 | 1.31 | 9% |
| Returns for 1 year | 17.53 | 19.54 | 90% |
| Returns for 3 years | 7.06 | 15.71 | 45% |
| Returns for 5 years | 30.46 | 53.79 | 57% |
| Returns for 10 years | 38.66 | 124.30 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...