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GWEZX vs VSCPX
GWEZX vs VSCPX Comparison
Open Charts GWEZX vs VSCPX
AMG GW&K Small Cap Core Z
Price$31.40
Change-$0.58 (-1.81%)
VolumeN/A
Net Assets581.59M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
GWEZX vs VSCPX Comparison Chart
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GWEZX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. GWEZX (582M). VSCPX pays higher dividends than GWEZX: VSCPX (1.50) vs GWEZX (0.27). GWEZX was incepted earlier than VSCPX: GWEZX (8 years) vs VSCPX (15 years). GWEZX (0.90) is less costly to investors than VSCPX (0.03). GWEZX is a more actively managed with annual turnover of: 22.00 vs. VSCPX (13.00). GWEZX has a lower initial minimum investment than VSCPX: GWEZX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 6.95 vs. GWEZX (4.45). VSCPX return over 5 years is better than : 66.08 vs. GWEZX (39.60).
| GWEZX | VSCPX | GWEZX / VSCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.90 | 0.03 | 3,000% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -3.848 | -2.792 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 148B | 0% |
| Annual Yield % from dividends | 0.27 | 1.50 | 18% |
| Returns for 1 year | 4.45 | 6.95 | 64% |
| Returns for 3 years | 20.67 | 33.54 | 62% |
| Returns for 5 years | 39.60 | 66.08 | 60% |
| Returns for 10 years | N/A | 96.62 | - |
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