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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$33.33
Change+$0.31 (+0.94%)
VolumeN/A
Net Assets594.19M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
GWEZX vs VSMAX Comparison Chart in %
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GWEZX vs. VSMAX commentary
Jul 26, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. GWEZX (594M). VSMAX pays higher dividends than GWEZX: VSMAX (1.40) vs GWEZX (0.26). 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 : 7.83 vs. GWEZX (0.15). VSMAX return over 5 years is better than : 65.85 vs. GWEZX (35.08).
| 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 | -0.722 | 2.178 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 153B | 0% |
| Annual Yield % from dividends | 0.26 | 1.40 | 19% |
| Returns for 1 year | 0.15 | 7.83 | 2% |
| Returns for 3 years | 17.72 | 33.45 | 53% |
| Returns for 5 years | 35.08 | 65.85 | 53% |
| Returns for 10 years | N/A | 113.90 | - |
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