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GWEZX vs NAESX
GWEZX vs NAESX Comparison
Open Charts GWEZX vs NAESX
AMG GW&K Small Cap Core Z
Price$29.76
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets559.17M
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
GWEZX vs NAESX Comparison Chart
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GWEZX vs. NAESX commentary
Apr 28, 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 GWEZX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. GWEZX (559M). NAESX pays higher dividends than GWEZX: NAESX (1.39) vs GWEZX (0.27). GWEZX was incepted earlier than NAESX: GWEZX (8 years) vs NAESX (65 years). GWEZX (0.91) is less costly to investors than NAESX (0.17). GWEZX is a more actively managed with annual turnover of: 20.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than GWEZX: NAESX (3000) vs GWEZX (5000000). NAESX annual gain was more profitable for investors over the last year : 0.19 vs. GWEZX (-0.73). NAESX return over 5 years is better than : 75.06 vs. GWEZX (47.44).
| GWEZX | NAESX | GWEZX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -10.523 | -10.465 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 143B | 0% |
| Annual Yield % from dividends | 0.27 | 1.39 | 19% |
| Returns for 1 year | -0.73 | 0.19 | -381% |
| Returns for 3 years | 4.22 | 10.16 | 42% |
| Returns for 5 years | 47.44 | 75.06 | 63% |
| Returns for 10 years | N/A | 81.51 | - |
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