Ad is loading...
GWGIX vs VEXMX
GWGIX vs VEXMX Comparison
Open Charts GWGIX vs VEXMX
AMG GW&K Small Mid Cap Core I
Price$19.00
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$137.86
Change-$1.00 (-0.72%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
GWGIX vs VEXMX Comparison Chart
Loading...
GWGIX vs. VEXMX commentary
Sep 21, 2024
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 StrongBuy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. GWGIX (764M). VEXMX pays higher dividends than GWGIX: VEXMX (1.09) vs GWGIX (0.18). GWGIX was incepted earlier than VEXMX: GWGIX (9 years) vs VEXMX (37 years). GWGIX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than GWGIX: VEXMX (3000) vs GWGIX (100000). GWGIX annual gain was more profitable for investors over the last year : 23.86 vs. VEXMX (22.52). GWGIX (56.05) and VEXMX (53.47) have equivalent 5 years return.
| GWGIX | VEXMX | GWGIX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 10.081 | 9.227 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 764M | 107B | 1% |
| Annual Yield % from dividends | 0.18 | 1.09 | 16% |
| Returns for 1 year | 23.86 | 22.52 | 106% |
| Returns for 3 years | 0.57 | -3.74 | -15% |
| Returns for 5 years | 56.05 | 53.47 | 105% |
| Returns for 10 years | N/A | 116.67 | - |