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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$35.44
Change-$0.55 (-1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
GWEZX vs VSMAX Comparison Chart
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VS
VS
GWEZX vs. VSMAX commentary
Nov 18, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. GWEZX (698M). VSMAX pays higher dividends than GWEZX: VSMAX (1.42) vs GWEZX (0.47). GWEZX was incepted earlier than VSMAX: GWEZX (8 years) vs VSMAX (24 years). GWEZX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than GWEZX: VSMAX (3000) vs GWEZX (5000000). VSMAX (30.28) and GWEZX (29.53) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. GWEZX (32.86).
| GWEZX | VSMAX | GWEZX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 16.887 | 15.803 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 151B | 0% |
| Annual Yield % from dividends | 0.47 | 1.42 | 33% |
| Returns for 1 year | 29.53 | 30.28 | 98% |
| Returns for 3 years | -9.94 | 4.74 | -210% |
| Returns for 5 years | 32.86 | 55.62 | 59% |
| Returns for 10 years | N/A | 123.30 | - |
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