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GWEZX vs NAESX
GWEZX vs NAESX Comparison
Open Charts GWEZX vs NAESX
AMG GW&K Small Cap Core Z
Price$33.64
Change-$0.78 (-2.27%)
VolumeN/A
Net Assets657M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
GWEZX vs NAESX Comparison Chart
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GWEZX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. GWEZX (657M). NAESX pays higher dividends than GWEZX: NAESX (1.31) vs GWEZX (0.47). GWEZX was incepted earlier than NAESX: GWEZX (8 years) vs NAESX (64 years). 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 : 11.22 vs. GWEZX (8.99). NAESX return over 5 years is better than : 44.30 vs. GWEZX (25.04).
| GWEZX | NAESX | GWEZX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | 1.143 | -0.321 | -356% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 161B | 0% |
| Annual Yield % from dividends | 0.47 | 1.31 | 36% |
| Returns for 1 year | 8.99 | 11.22 | 80% |
| Returns for 3 years | 11.67 | 18.76 | 62% |
| Returns for 5 years | 25.04 | 44.30 | 57% |
| Returns for 10 years | N/A | 105.17 | - |
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