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GWETX vs VSCPX
GWETX vs VSCPX Comparison
Open Charts GWETX vs VSCPX
AMG GW&K Small Cap Core N
Price$33.54
Change-$0.39 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
GWETX vs VSCPX Comparison Chart
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GWETX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. GWETX (696M). VSCPX pays higher dividends than GWETX: VSCPX (1.44) vs GWETX (0.11). GWETX was incepted earlier than VSCPX: GWETX (28 years) vs VSCPX (14 years). GWETX is a more actively managed with annual turnover of: 20.00 vs. VSCPX (12.00). GWETX has a lower initial minimum investment than VSCPX: GWETX (2000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 19.60 vs. GWETX (17.53). VSCPX return over 5 years is better than : 54.01 vs. GWETX (30.46).
| GWETX | VSCPX | GWETX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 15.330 | 18.058 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 167B | 0% |
| Annual Yield % from dividends | 0.11 | 1.44 | 8% |
| Returns for 1 year | 17.53 | 19.60 | 89% |
| Returns for 3 years | 7.06 | 15.81 | 45% |
| Returns for 5 years | 30.46 | 54.01 | 56% |
| Returns for 10 years | 38.66 | 125.14 | 31% |