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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$31.40
Change-$0.58 (-1.81%)
VolumeN/A
Net Assets581.59M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
GWEZX vs VSMAX Comparison Chart
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GWEZX vs. VSMAX commentary
Jun 14, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. GWEZX (582M). VSMAX pays higher dividends than GWEZX: VSMAX (1.48) vs GWEZX (0.27). GWEZX was incepted earlier than VSMAX: GWEZX (8 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 : 6.94 vs. GWEZX (4.45). VSMAX return over 5 years is better than : 66.05 vs. GWEZX (39.60).
| GWEZX | VSMAX | GWEZX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.90 | 0.05 | 1,800% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -3.848 | -2.800 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 148B | 0% |
| Annual Yield % from dividends | 0.27 | 1.48 | 18% |
| Returns for 1 year | 4.45 | 6.94 | 64% |
| Returns for 3 years | 20.67 | 33.52 | 62% |
| Returns for 5 years | 39.60 | 66.05 | 60% |
| Returns for 10 years | N/A | 96.54 | - |
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