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GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$29.76
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets559.17M
Vanguard Small Cap Index I
Price$103.02
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
GWEZX vs VSCIX Comparison Chart
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GWEZX vs. VSCIX commentary
Apr 28, 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: 143B vs. GWEZX (559M). 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 : 0.22 vs. GWEZX (-0.73). VSCIX return over 5 years is better than : 75.30 vs. GWEZX (47.44).
| 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 | -10.523 | -10.449 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 143B | 0% |
| Annual Yield % from dividends | 0.27 | 1.53 | 18% |
| Returns for 1 year | -0.73 | 0.22 | -328% |
| Returns for 3 years | 4.22 | 10.25 | 41% |
| Returns for 5 years | 47.44 | 75.30 | 63% |
| Returns for 10 years | N/A | 82.02 | - |
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