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GWGIX vs VEMPX
GWGIX vs VEMPX Comparison
Open Charts GWGIX vs VEMPX
AMG GW&K Small Mid Cap Core I
Price$17.59
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets756.86M
Vanguard Extended Market Index InstlPlus
Price$323.75
Change+$0.77 (+0.24%)
VolumeN/A
Net Assets110.09B
GWGIX vs VEMPX Comparison Chart
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GWGIX vs. VEMPX commentary
Mar 12, 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 GWGIX is a Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 110B vs. GWGIX (757M). VEMPX pays higher dividends than GWGIX: VEMPX (1.12) vs GWGIX (0.09). GWGIX was incepted earlier than VEMPX: GWGIX (10 years) vs VEMPX (14 years). GWGIX (0.88) is less costly to investors than VEMPX (0.04). GWGIX is a more actively managed with annual turnover of: 19.00 vs. VEMPX (11.00). GWGIX has a lower initial minimum investment than VEMPX: GWGIX (100000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 1.35 vs. GWGIX (-2.04). VEMPX return over 5 years is better than : 96.09 vs. GWGIX (70.46).
| GWGIX | VEMPX | GWGIX / VEMPX | |
| Total Expense Ratio | 0.87 | 0.04 | 2,175% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -4.905 | -9.160 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 110B | 1% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | -2.04 | 1.35 | -151% |
| Returns for 3 years | 7.24 | 12.55 | 58% |
| Returns for 5 years | 70.46 | 96.09 | 73% |
| Returns for 10 years | N/A | 97.27 | - |
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