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GWETX vs VSCPX
GWETX vs VSCPX Comparison
Open Charts GWETX vs VSCPX
AMG GW&K Small Cap Core N
Price$33.51
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets683.74M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
GWETX vs VSCPX Comparison Chart
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GWETX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. GWETX (684M). 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 : 21.27 vs. GWETX (18.79). VSCPX return over 5 years is better than : 49.02 vs. GWETX (25.42).
| 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 | 4.133 | 3.376 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 155B | 0% |
| Annual Yield % from dividends | 0.11 | 1.44 | 8% |
| Returns for 1 year | 18.79 | 21.27 | 88% |
| Returns for 3 years | 8.90 | 17.26 | 52% |
| Returns for 5 years | 25.42 | 49.02 | 52% |
| Returns for 10 years | 48.13 | 127.24 | 38% |
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