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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$34.94
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets620.28M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
GWEZX vs VSMAX Comparison Chart in %
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GWEZX vs. VSMAX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. GWEZX (620M). VSMAX pays higher dividends than GWEZX: VSMAX (1.31) vs GWEZX (0.24). GWEZX was incepted earlier than VSMAX: GWEZX (9 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 : 13.64 vs. GWEZX (7.83). VSMAX return over 5 years is better than : 66.80 vs. GWEZX (36.46).
| 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 | 9 years | 25 years | - |
| Gain YTD | 5.051 | 6.527 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 161B | 0% |
| Annual Yield % from dividends | 0.24 | 1.31 | 18% |
| Returns for 1 year | 7.83 | 13.64 | 57% |
| Returns for 3 years | 27.22 | 39.35 | 69% |
| Returns for 5 years | 36.46 | 66.80 | 55% |
| Returns for 10 years | N/A | 132.90 | - |
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