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GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$33.78
Change-$0.32 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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GWEZX vs VSCIX Comparison Chart
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GWEZX vs. VSCIX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. GWEZX (678M). VSCIX pays higher dividends than GWEZX: VSCIX (1.43) vs GWEZX (0.47). GWEZX was incepted earlier than VSCIX: GWEZX (8 years) vs VSCIX (27 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 : 25.54 vs. GWEZX (22.44). VSCIX return over 5 years is better than : 53.46 vs. GWEZX (30.46).
| GWEZX | VSCIX | GWEZX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 11.412 | 10.899 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 149B | 0% |
| Annual Yield % from dividends | 0.47 | 1.43 | 33% |
| Returns for 1 year | 22.44 | 25.54 | 88% |
| Returns for 3 years | -4.47 | 8.92 | -50% |
| Returns for 5 years | 30.46 | 53.46 | 57% |
| Returns for 10 years | N/A | 121.62 | - |
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