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GWEZX vs VSCPX
GWEZX vs VSCPX Comparison
Open Charts GWEZX vs VSCPX
AMG GW&K Small Cap Core Z
Price$31.21
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets584.33M
Vanguard Small Cap Index InstlPlus
Price$313.49
Change-$0.20 (-0.06%)
VolumeN/A
Net Assets139.54B
GWEZX vs VSCPX Comparison Chart
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GWEZX vs. VSCPX commentary
May 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 Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. GWEZX (584M). VSCPX pays higher dividends than GWEZX: VSCPX (1.58) vs GWEZX (0.28). GWEZX was incepted earlier than VSCPX: GWEZX (8 years) vs VSCPX (14 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 : 1.77 vs. GWEZX (0.66). VSCPX return over 5 years is better than : 67.55 vs. GWEZX (39.46).
| 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 | 14 years | - |
| Gain YTD | -5.773 | -5.530 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 140B | 0% |
| Annual Yield % from dividends | 0.28 | 1.58 | 18% |
| Returns for 1 year | 0.66 | 1.77 | 37% |
| Returns for 3 years | 14.57 | 22.37 | 65% |
| Returns for 5 years | 39.46 | 67.55 | 58% |
| Returns for 10 years | N/A | 91.30 | - |
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