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GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$31.40
Change-$0.58 (-1.81%)
VolumeN/A
Net Assets581.59M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
GWEZX vs VSCIX Comparison Chart
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GWEZX vs. VSCIX commentary
Jun 14, 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. GWEZX (582M). VSCIX pays higher dividends than GWEZX: VSCIX (1.49) vs GWEZX (0.27). 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 : 6.95 vs. GWEZX (4.45). VSCIX return over 5 years is better than : 66.07 vs. GWEZX (39.60).
| 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 | -3.848 | -2.791 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 148B | 0% |
| Annual Yield % from dividends | 0.27 | 1.49 | 18% |
| Returns for 1 year | 4.45 | 6.95 | 64% |
| Returns for 3 years | 20.67 | 33.53 | 62% |
| Returns for 5 years | 39.60 | 66.07 | 60% |
| Returns for 10 years | N/A | 96.59 | - |
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