GWEZX
Price
$37.66
Change
-$0.13 (-0.34%)
Updated
Jul 31 closing price
Net Assets
739.5M
VSMAX
Price
$141.38
Change
-$0.34 (-0.24%)
Updated
Jul 31 closing price
Net Assets
188.57B
Interact to see
Advertisement

GWEZX vs VSMAX

GWEZX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
GWEZX vs. VSMAX commentary
Aug 03, 2026

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 StrongBuy and VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. GWEZX (740M). VSMAX pays higher dividends than GWEZX: VSMAX (1.21) vs GWEZX (0.20). GWEZX was incepted earlier than VSMAX: GWEZX (9 years) vs VSMAX (26 years). GWEZX (0.90) is less costly to investors than VSMAX (0.05). GWEZX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (17.00). 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 : 22.58 vs. GWEZX (15.92). VSMAX return over 5 years is better than : 35.11 vs. GWEZX (5.60).
GWEZXVSMAXGWEZX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.900.051,800%
Fund Existence9 years26 years-
Gain YTD13.43414.58892%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets740M189B0%
Annual Yield % from dividends0.201.2117%
Returns for 1 year15.9222.5871%
Returns for 3 years25.1743.4258%
Returns for 5 years5.6035.1116%
Returns for 10 yearsN/A155.96-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FIFVX28.020.53
+1.93%
Fidelity Advisor Founders I
FFSIX43.030.07
+0.16%
Fidelity Advisor Financials I
TRXCX13.04N/A
N/A
Catalyst/MAP Global Balanced C
MITDX39.19-0.10
-0.25%
MFS Massachusetts Investors Tr R4
TSONX17.22-0.15
-0.86%
Nuveen International Res Eq R6