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GWEZX vs NAESX
GWEZX vs NAESX Comparison
Open Charts GWEZX vs NAESX
AMG GW&K Small Cap Core Z
Price$31.71
Change+$0.45 (+1.44%)
VolumeN/A
Net Assets570.81M
Vanguard Small Cap Index I
Price$110.63
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
GWEZX vs NAESX Comparison Chart
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GWEZX vs. NAESX commentary
Jun 04, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. GWEZX (571M). NAESX pays higher dividends than GWEZX: NAESX (1.35) vs GWEZX (0.27). GWEZX was incepted earlier than NAESX: GWEZX (8 years) vs NAESX (65 years). GWEZX (0.90) is less costly to investors than NAESX (0.17). GWEZX is a more actively managed with annual turnover of: 22.00 vs. NAESX (13.00). 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 : 3.56 vs. GWEZX (1.21). NAESX return over 5 years is better than : 55.17 vs. GWEZX (29.24).
| GWEZX | NAESX | GWEZX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -6.013 | -5.102 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 140B | 0% |
| Annual Yield % from dividends | 0.27 | 1.35 | 20% |
| Returns for 1 year | 1.21 | 3.56 | 34% |
| Returns for 3 years | 8.68 | 17.40 | 50% |
| Returns for 5 years | 29.24 | 55.17 | 53% |
| Returns for 10 years | N/A | 92.22 | - |
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