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GWETX vs VSCIX
GWETX vs VSCIX Comparison
Open Charts GWETX vs VSCIX
AMG GW&K Small Cap Core N
Price$33.51
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets683.74M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
GWETX vs VSCIX Comparison Chart
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GWETX vs. VSCIX commentary
Jan 19, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. GWETX (684M). VSCIX pays higher dividends than GWETX: VSCIX (1.43) vs GWETX (0.11). GWETX was incepted earlier than VSCIX: GWETX (28 years) vs VSCIX (28 years). GWETX is a more actively managed with annual turnover of: 20.00 vs. VSCIX (12.00). GWETX has a lower initial minimum investment than VSCIX: GWETX (2000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. GWETX (18.79). VSCIX return over 5 years is better than : 49.01 vs. GWETX (25.42).
| GWETX | VSCIX | GWETX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 4.133 | 3.378 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 155B | 0% |
| Annual Yield % from dividends | 0.11 | 1.43 | 8% |
| Returns for 1 year | 18.79 | 21.27 | 88% |
| Returns for 3 years | 8.90 | 17.25 | 52% |
| Returns for 5 years | 25.42 | 49.01 | 52% |
| Returns for 10 years | 48.13 | 127.16 | 38% |
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