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GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$29.40
Change-$2.06 (-6.55%)
VolumeN/A
Net Assets604.26M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
GWEZX vs VSCIX Comparison Chart
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GWEZX vs. VSCIX commentary
Apr 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 Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. GWEZX (604M). VSCIX pays higher dividends than GWEZX: VSCIX (1.53) vs GWEZX (0.27). GWEZX was incepted earlier than VSCIX: GWEZX (8 years) vs VSCIX (28 years). GWEZX (0.91) is less costly to investors than VSCIX (0.04). GWEZX is a more actively managed with annual turnover of: 20.00 vs. VSCIX (12.00). GWEZX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 1.20 vs. GWEZX (0.01). VSCIX return over 5 years is better than : 115.95 vs. GWEZX (78.53).
| GWEZX | VSCIX | GWEZX / VSCIX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -6.975 | -5.824 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 153B | 0% |
| Annual Yield % from dividends | 0.27 | 1.53 | 18% |
| Returns for 1 year | 0.01 | 1.20 | 1% |
| Returns for 3 years | -0.41 | 6.53 | -6% |
| Returns for 5 years | 78.53 | 115.95 | 68% |
| Returns for 10 years | N/A | 91.16 | - |
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