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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$18.71
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets777.62M
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$3.42 (+0.93%)
VolumeN/A
Net Assets107.69B
GWGIX vs VEMPX Comparison Chart in %
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GWGIX vs. VEMPX commentary
Jul 06, 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: 108B vs. GWGIX (778M). VEMPX pays higher dividends than GWGIX: VEMPX (1.16) vs GWGIX (0.09). GWGIX was incepted earlier than VEMPX: GWGIX (10 years) vs VEMPX (14 years). GWGIX (0.87) is less costly to investors than VEMPX (0.04). GWGIX is a more actively managed with annual turnover of: 21.00 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 : 17.49 vs. GWGIX (5.79). VEMPX return over 5 years is better than : 68.51 vs. GWGIX (52.60).
| GWGIX | VEMPX | GWGIX / VEMPX | |
| Total Expense Ratio | 0.87 | 0.04 | 2,175% |
| Annual Report Gross Expense Ratio | 0.87 | 0.04 | 2,175% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -1.319 | 4.145 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 108B | 1% |
| Annual Yield % from dividends | 0.09 | 1.16 | 8% |
| Returns for 1 year | 5.79 | 17.49 | 33% |
| Returns for 3 years | 23.12 | 49.77 | 46% |
| Returns for 5 years | 52.60 | 68.51 | 77% |
| Returns for 10 years | 91.08 | 123.67 | 74% |