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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$17.59
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets756.86M
Vanguard Extended Market Index Admiral
Price$131.20
Change+$0.32 (+0.24%)
VolumeN/A
Net Assets110.09B
GWGIX vs VEXAX Comparison Chart
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GWGIX vs. VEXAX 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 110B vs. GWGIX (757M). VEXAX pays higher dividends than GWGIX: VEXAX (1.11) vs GWGIX (0.09). GWGIX was incepted earlier than VEXAX: GWGIX (10 years) vs VEXAX (24 years). GWGIX (0.88) is less costly to investors than VEXAX (0.05). GWGIX is a more actively managed with annual turnover of: 19.00 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 : 1.35 vs. GWGIX (-2.04). VEXAX return over 5 years is better than : 96.06 vs. GWGIX (70.46).
| GWGIX | VEXAX | GWGIX / VEXAX | |
| Total Expense Ratio | 0.87 | 0.05 | 1,740% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -4.905 | -9.162 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 110B | 1% |
| Annual Yield % from dividends | 0.09 | 1.11 | 8% |
| Returns for 1 year | -2.04 | 1.35 | -151% |
| Returns for 3 years | 7.24 | 12.53 | 58% |
| Returns for 5 years | 70.46 | 96.06 | 73% |
| Returns for 10 years | N/A | 97.13 | - |
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