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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$34.64
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets683.74M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
GWEZX vs VSMAX Comparison Chart
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VS
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GWEZX vs. VSMAX commentary
Jan 19, 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: 155B vs. GWEZX (684M). 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 : 21.26 vs. GWEZX (18.86). VSMAX return over 5 years is better than : 48.99 vs. GWEZX (27.74).
| 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 | 3.668 | 3.369 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 155B | 0% |
| Annual Yield % from dividends | 0.47 | 1.42 | 33% |
| Returns for 1 year | 18.86 | 21.26 | 89% |
| Returns for 3 years | 9.69 | 17.25 | 56% |
| Returns for 5 years | 27.74 | 48.99 | 57% |
| Returns for 10 years | N/A | 127.10 | - |
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