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GWEZX vs VSCPX
GWEZX vs VSCPX Comparison
Open Charts GWEZX vs VSCPX
AMG GW&K Small Cap Core Z
Price$29.76
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets559.17M
Vanguard Small Cap Index InstlPlus
Price$297.34
Change-$0.37 (-0.12%)
VolumeN/A
Net Assets143.36B
GWEZX vs VSCPX Comparison Chart
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GWEZX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. GWEZX (559M). VSCPX pays higher dividends than GWEZX: VSCPX (1.54) vs GWEZX (0.27). GWEZX was incepted earlier than VSCPX: GWEZX (8 years) vs VSCPX (14 years). GWEZX (0.91) is less costly to investors than VSCPX (0.03). GWEZX is a more actively managed with annual turnover of: 20.00 vs. VSCPX (12.00). 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 : 0.22 vs. GWEZX (-0.73). VSCPX return over 5 years is better than : 75.30 vs. GWEZX (47.44).
| GWEZX | VSCPX | GWEZX / VSCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.91 | 0.03 | 3,033% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -10.523 | -10.454 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 143B | 0% |
| Annual Yield % from dividends | 0.27 | 1.54 | 18% |
| Returns for 1 year | -0.73 | 0.22 | -331% |
| Returns for 3 years | 4.22 | 10.26 | 41% |
| Returns for 5 years | 47.44 | 75.30 | 63% |
| Returns for 10 years | N/A | 82.07 | - |