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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$29.40
Change-$2.06 (-6.55%)
VolumeN/A
Net Assets604.26M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
GWEZX vs VSMAX Comparison Chart
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GWEZX vs. VSMAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. GWEZX (604M). VSMAX pays higher dividends than GWEZX: VSMAX (1.52) vs GWEZX (0.27). GWEZX was incepted earlier than VSMAX: GWEZX (8 years) vs VSMAX (24 years). GWEZX (0.91) is less costly to investors than VSMAX (0.05). 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 : 1.20 vs. GWEZX (0.01). VSMAX return over 5 years is better than : 115.95 vs. GWEZX (78.53).
| GWEZX | VSMAX | GWEZX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -6.975 | -5.824 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 153B | 0% |
| Annual Yield % from dividends | 0.27 | 1.52 | 18% |
| Returns for 1 year | 0.01 | 1.20 | 1% |
| Returns for 3 years | -0.41 | 6.53 | -6% |
| Returns for 5 years | 78.53 | 115.95 | 68% |
| Returns for 10 years | N/A | 91.10 | - |
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