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GWETX vs VSMAX
GWETX vs VSMAX Comparison
Open Charts GWETX vs VSMAX
AMG GW&K Small Cap Core N
Price$34.26
Change-$0.54 (-1.55%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
GWETX vs VSMAX Comparison Chart
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GWETX vs. VSMAX commentary
Nov 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. GWETX (698M). 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 (30.28) and GWETX (28.95) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. GWETX (29.88).
| 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 | 16.451 | 15.803 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 151B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 28.95 | 30.28 | 96% |
| Returns for 3 years | -11.11 | 4.74 | -234% |
| Returns for 5 years | 29.88 | 55.62 | 54% |
| Returns for 10 years | 41.68 | 123.30 | 34% |
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