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GWETX vs VSMAX
GWETX vs VSMAX Comparison
Open Charts GWETX vs VSMAX
AMG GW&K Small Cap Core N
Price$33.54
Change-$0.39 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
GWETX vs VSMAX Comparison Chart
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GWETX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. GWETX (696M). VSMAX pays higher dividends than GWETX: VSMAX (1.42) vs GWETX (0.11). GWETX was incepted earlier than VSMAX: GWETX (28 years) vs VSMAX (24 years). 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 : 19.58 vs. GWETX (17.53). VSMAX return over 5 years is better than : 53.97 vs. GWETX (30.46).
| GWETX | VSMAX | GWETX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 15.330 | 18.049 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 167B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 17.53 | 19.58 | 89% |
| Returns for 3 years | 7.06 | 15.80 | 45% |
| Returns for 5 years | 30.46 | 53.97 | 56% |
| Returns for 10 years | 38.66 | 125.00 | 31% |