Interact to see
Advertisement
Advertisement
GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$31.21
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets584.33M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
GWEZX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWEZX vs. VSMAX commentary
May 23, 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: 140B vs. GWEZX (584M). VSMAX pays higher dividends than GWEZX: VSMAX (1.56) vs GWEZX (0.28). 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 : 1.77 vs. GWEZX (0.66). VSMAX return over 5 years is better than : 67.52 vs. GWEZX (39.46).
| 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 | 8 years | 25 years | - |
| Gain YTD | -5.773 | -5.538 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 140B | 0% |
| Annual Yield % from dividends | 0.28 | 1.56 | 18% |
| Returns for 1 year | 0.66 | 1.77 | 37% |
| Returns for 3 years | 14.57 | 22.35 | 65% |
| Returns for 5 years | 39.46 | 67.52 | 58% |
| Returns for 10 years | N/A | 91.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement