GWEZX
Price
$34.43
Change
-$0.05 (-0.15%)
Updated
Sep 29 closing price
Net Assets
613.25M
VSMAX
Price
$121.76
Change
-$0.38 (-0.31%)
Updated
Sep 29 closing price
Net Assets
161.26B
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GWEZX vs VSMAX

Header iconGWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAXBanner chart's image
AMG GW&K Small Cap Core Z
Price$34.43
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets613.25M
Vanguard Small Cap Index Admiral Shares
Price$121.76
Change-$0.38 (-0.31%)
VolumeN/A
Net Assets161.26B
GWEZX vs VSMAX Comparison Chart in %
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VS
GWEZX vs. VSMAX commentary
Sep 30, 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. GWEZX (613M). VSMAX pays higher dividends than GWEZX: VSMAX (1.31) vs GWEZX (0.24). GWEZX was incepted earlier than VSMAX: GWEZX (9 years) vs VSMAX (25 years). GWEZX (0.90) is less costly to investors than VSMAX (0.05). GWEZX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than GWEZX: VSMAX (3000) vs GWEZX (5000000). VSMAX annual gain was more profitable for investors over the last year : 7.81 vs. GWEZX (2.81). VSMAX return over 5 years is better than : 68.37 vs. GWEZX (39.30).
GWEZXVSMAXGWEZX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.900.051,800%
Fund Existence9 years25 years-
Gain YTD3.6686.24059%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets613M161B0%
Annual Yield % from dividends0.241.3118%
Returns for 1 year2.817.8136%
Returns for 3 years34.0750.7867%
Returns for 5 years39.3068.3757%
Returns for 10 yearsN/A141.64-
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