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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$16.45
Change+$0.23 (+1.42%)
VolumeN/A
Net Assets688.71M
Vanguard Extended Market Index InstlPlus
Price$309.94
Change+$5.63 (+1.85%)
VolumeN/A
Net Assets101.44B
GWGIX vs VEMPX Comparison Chart
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GWGIX vs. VEMPX commentary
Apr 24, 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 Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. GWGIX (689M). VEMPX pays higher dividends than GWGIX: VEMPX (1.31) vs GWGIX (0.10). 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 : -2.00 vs. GWGIX (-8.85). VEMPX return over 5 years is better than : 66.52 vs. GWGIX (51.21).
| 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 | -14.451 | -14.338 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 101B | 1% |
| Annual Yield % from dividends | 0.10 | 1.31 | 7% |
| Returns for 1 year | -8.85 | -2.00 | 442% |
| Returns for 3 years | -3.06 | 6.63 | -46% |
| Returns for 5 years | 51.21 | 66.52 | 77% |
| Returns for 10 years | N/A | 80.28 | - |