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GWEZX vs NAESX
GWEZX vs NAESX Comparison
Open Charts GWEZX vs NAESX
AMG GW&K Small Cap Core Z
Price$34.43
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets613.25M
Vanguard Small Cap Index I
Price$121.76
Change-$0.34 (-0.28%)
VolumeN/A
Net Assets161.26B
GWEZX vs NAESX Comparison Chart in %
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GWEZX vs. NAESX commentary
Sep 30, 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: 161B vs. GWEZX (613M). NAESX pays higher dividends than GWEZX: NAESX (1.20) vs GWEZX (0.24). GWEZX was incepted earlier than NAESX: GWEZX (9 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 : 7.76 vs. GWEZX (2.81). NAESX return over 5 years is better than : 68.13 vs. GWEZX (39.30).
| GWEZX | NAESX | GWEZX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 3.668 | 6.199 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 161B | 0% |
| Annual Yield % from dividends | 0.24 | 1.20 | 20% |
| Returns for 1 year | 2.81 | 7.76 | 36% |
| Returns for 3 years | 34.07 | 50.63 | 67% |
| Returns for 5 years | 39.30 | 68.13 | 58% |
| Returns for 10 years | N/A | 140.91 | - |
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