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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
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GWEZX vs VSMAX Comparison Chart in %
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GWEZX vs. VSMAX commentary
Jul 14, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. GWEZX (753M). VSMAX pays higher dividends than GWEZX: VSMAX (1.18) vs GWEZX (0.19). 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 : 23.38 vs. GWEZX (16.27). VSMAX return over 5 years is better than : 38.56 vs. GWEZX (10.08).
| 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 | 26 years | - |
| Gain YTD | 15.422 | 15.756 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 189B | 0% |
| Annual Yield % from dividends | 0.19 | 1.18 | 16% |
| Returns for 1 year | 16.27 | 23.38 | 70% |
| Returns for 3 years | 29.93 | 48.24 | 62% |
| Returns for 5 years | 10.08 | 38.56 | 26% |
| Returns for 10 years | N/A | 158.07 | - |
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