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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$34.66
Change-$0.40 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
GWEZX vs VSMAX Comparison Chart
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VS
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GWEZX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. GWEZX (696M). 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 annual gain was more profitable for investors over the last year : 19.58 vs. GWEZX (18.13). VSMAX return over 5 years is better than : 53.97 vs. GWEZX (33.47).
| 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 | 15.912 | 18.049 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 167B | 0% |
| Annual Yield % from dividends | 0.47 | 1.42 | 33% |
| Returns for 1 year | 18.13 | 19.58 | 93% |
| Returns for 3 years | 8.35 | 15.80 | 53% |
| Returns for 5 years | 33.47 | 53.97 | 62% |
| Returns for 10 years | N/A | 125.00 | - |
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