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GWETX vs VSMAX
GWETX vs VSMAX Comparison
Open Charts GWETX vs VSMAX
AMG GW&K Small Cap Core N
Price$30.92
Change+$0.41 (+1.34%)
VolumeN/A
Net Assets576.85M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
GWETX vs VSMAX Comparison Chart
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GWETX vs. VSMAX commentary
Jun 07, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. GWETX (577M). VSMAX pays higher dividends than GWETX: VSMAX (1.48) 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 : 5.16 vs. GWETX (1.94). VSMAX return over 5 years is better than : 52.39 vs. GWETX (23.37).
| 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 | -5.190 | -4.060 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 1.94 | 5.16 | 38% |
| Returns for 3 years | 6.73 | 16.71 | 40% |
| Returns for 5 years | 23.37 | 52.39 | 45% |
| Returns for 10 years | 26.96 | 96.62 | 28% |
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