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GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$34.94
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets620.28M
Vanguard Small Cap Index I
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
GWEZX vs VSCIX Comparison Chart in %
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GWEZX vs. VSCIX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. GWEZX (620M). VSCIX pays higher dividends than GWEZX: VSCIX (1.32) vs GWEZX (0.24). GWEZX was incepted earlier than VSCIX: GWEZX (9 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 : 13.65 vs. GWEZX (7.83). VSCIX return over 5 years is better than : 66.81 vs. GWEZX (36.46).
| 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 | 9 years | 28 years | - |
| Gain YTD | 5.051 | 6.537 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 161B | 0% |
| Annual Yield % from dividends | 0.24 | 1.32 | 18% |
| Returns for 1 year | 7.83 | 13.65 | 57% |
| Returns for 3 years | 27.22 | 39.36 | 69% |
| Returns for 5 years | 36.46 | 66.81 | 55% |
| Returns for 10 years | N/A | 132.96 | - |
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