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GWETX vs VSMAX
GWETX vs VSMAX Comparison
Open Charts GWETX vs VSMAX
AMG GW&K Small Cap Core N
Price$28.03
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets548.93M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
GWETX vs VSMAX Comparison Chart
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GWETX vs. VSMAX commentary
Apr 18, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. GWETX (549M). VSMAX pays higher dividends than GWETX: VSMAX (1.52) vs GWETX (0.00). GWETX was incepted earlier than VSMAX: GWETX (28 years) vs VSMAX (24 years). GWETX (1.31) is less costly to investors than VSMAX (0.05). GWETX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (12.00). GWETX has a lower initial minimum investment than VSMAX: GWETX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.40 vs. GWETX (-3.06). VSMAX return over 5 years is better than : 66.89 vs. GWETX (39.21).
| GWETX | VSMAX | GWETX / VSMAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.31 | 0.05 | 2,620% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -13.456 | -14.455 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -3.06 | -2.40 | 128% |
| Returns for 3 years | -3.88 | 0.56 | -697% |
| Returns for 5 years | 39.21 | 66.89 | 59% |
| Returns for 10 years | 15.03 | 73.68 | 20% |
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