Ad is loading...
GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$33.78
Change-$0.32 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
GWEZX vs VSMAX Comparison Chart
Loading...
GWEZX vs. VSMAX commentary
Sep 21, 2024
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: 149B vs. GWEZX (678M). 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 : 25.54 vs. GWEZX (22.44). VSMAX return over 5 years is better than : 53.45 vs. GWEZX (30.46).
| 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 | 11.412 | 10.898 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 149B | 0% |
| Annual Yield % from dividends | 0.47 | 1.42 | 33% |
| Returns for 1 year | 22.44 | 25.54 | 88% |
| Returns for 3 years | -4.47 | 8.91 | -50% |
| Returns for 5 years | 30.46 | 53.45 | 57% |
| Returns for 10 years | N/A | 121.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers