Ad is loading...
GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$33.64
Change-$0.78 (-2.27%)
VolumeN/A
Net Assets657M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
GWEZX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWEZX vs. VSCIX commentary
Feb 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. GWEZX (657M). VSCIX pays higher dividends than GWEZX: VSCIX (1.43) vs GWEZX (0.47). GWEZX was incepted earlier than VSCIX: GWEZX (8 years) vs VSCIX (28 years). 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 : 11.25 vs. GWEZX (8.99). VSCIX return over 5 years is better than : 44.48 vs. GWEZX (25.04).
| GWEZX | VSCIX | GWEZX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 1.143 | -0.304 | -376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 161B | 0% |
| Annual Yield % from dividends | 0.47 | 1.43 | 33% |
| Returns for 1 year | 8.99 | 11.25 | 80% |
| Returns for 3 years | 11.67 | 18.86 | 62% |
| Returns for 5 years | 25.04 | 44.48 | 56% |
| Returns for 10 years | N/A | 105.81 | - |