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GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$31.21
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets584.33M
Vanguard Small Cap Index I
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
GWEZX vs VSCIX Comparison Chart
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GWEZX vs. VSCIX commentary
May 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. GWEZX (584M). VSCIX pays higher dividends than GWEZX: VSCIX (1.57) vs GWEZX (0.28). GWEZX was incepted earlier than VSCIX: GWEZX (8 years) vs VSCIX (28 years). GWEZX (0.90) is less costly to investors than VSCIX (0.04). GWEZX is a more actively managed with annual turnover of: 22.00 vs. VSCIX (13.00). GWEZX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 1.77 vs. GWEZX (0.66). VSCIX return over 5 years is better than : 67.54 vs. GWEZX (39.46).
| GWEZX | VSCIX | GWEZX / VSCIX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -5.773 | -5.529 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 140B | 0% |
| Annual Yield % from dividends | 0.28 | 1.57 | 18% |
| Returns for 1 year | 0.66 | 1.77 | 37% |
| Returns for 3 years | 14.57 | 22.36 | 65% |
| Returns for 5 years | 39.46 | 67.54 | 58% |
| Returns for 10 years | N/A | 91.24 | - |
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