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GWGIX vs VEXAX
GWGIX vs VEXAX Comparison
Open Charts GWGIX vs VEXAX
AMG GW&K Small Mid Cap Core I
Price$17.87
Change-$0.19 (-1.05%)
VolumeN/A
Net Assets758.93M
Vanguard Extended Market Index Admiral
Price$140.34
Change-$0.41 (-0.29%)
VolumeN/A
Net Assets100.64B
GWGIX vs VEXAX Comparison Chart
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GWGIX vs. VEXAX commentary
May 15, 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 VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 101B vs. GWGIX (759M). VEXAX pays higher dividends than GWGIX: VEXAX (1.30) vs GWGIX (0.10). GWGIX was incepted earlier than VEXAX: GWGIX (10 years) vs VEXAX (25 years). GWGIX (0.87) is less costly to investors than VEXAX (0.05). GWGIX is a more actively managed with annual turnover of: 21.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than GWGIX: VEXAX (3000) vs GWGIX (100000). VEXAX annual gain was more profitable for investors over the last year : 7.99 vs. GWGIX (0.08). VEXAX return over 5 years is better than : 83.07 vs. GWGIX (66.30).
| GWGIX | VEXAX | GWGIX / VEXAX | |
| Total Expense Ratio | 0.87 | 0.05 | 1,740% |
| Annual Report Gross Expense Ratio | 0.87 | 0.05 | 1,740% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -4.430 | -3.104 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 101B | 1% |
| Annual Yield % from dividends | 0.10 | 1.30 | 8% |
| Returns for 1 year | 0.08 | 7.99 | 1% |
| Returns for 3 years | 15.15 | 31.81 | 48% |
| Returns for 5 years | 66.30 | 83.07 | 80% |
| Returns for 10 years | N/A | 106.03 | - |
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