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GWETX vs VSMAX
GWETX vs VSMAX Comparison
Open Charts GWETX vs VSMAX
AMG GW&K Small Cap Core N
Price$31.84
Change-$0.17 (-0.53%)
VolumeN/A
Net Assets590.01M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
GWETX vs VSMAX Comparison Chart in %
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GWETX vs. VSMAX commentary
Aug 08, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. GWETX (590M). VSMAX pays higher dividends than GWETX: VSMAX (1.37) vs GWETX (0.00). GWETX was incepted earlier than VSMAX: GWETX (29 years) vs VSMAX (25 years). GWETX (1.30) is less costly to investors than VSMAX (0.05). GWETX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (13.00). 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 : 12.37 vs. GWETX (6.84). VSMAX return over 5 years is better than : 54.82 vs. GWETX (24.27).
| GWETX | VSMAX | GWETX / VSMAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -0.528 | 0.360 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 6.84 | 12.37 | 55% |
| Returns for 3 years | 9.57 | 22.81 | 42% |
| Returns for 5 years | 24.27 | 54.82 | 44% |
| Returns for 10 years | 33.04 | 108.10 | 31% |
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