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GWGIX vs VEXMX
GWGIX vs VEXMX Comparison
Open Charts GWGIX vs VEXMX
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 Investor
Price$140.44
Change-$0.41 (-0.29%)
VolumeN/A
Net Assets100.64B
GWGIX vs VEXMX Comparison Chart
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GWGIX vs. VEXMX 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. GWGIX (759M). VEXMX pays higher dividends than GWGIX: VEXMX (1.16) vs GWGIX (0.10). GWGIX was incepted earlier than VEXMX: GWGIX (10 years) vs VEXMX (37 years). GWGIX (0.87) is less costly to investors than VEXMX (0.19). GWGIX is a more actively managed with annual turnover of: 21.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than GWGIX: VEXMX (3000) vs GWGIX (100000). VEXMX annual gain was more profitable for investors over the last year : 7.95 vs. GWGIX (0.08). VEXMX return over 5 years is better than : 82.80 vs. GWGIX (66.30).
| GWGIX | VEXMX | GWGIX / VEXMX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 10 years | 37 years | - |
| Gain YTD | -4.430 | -3.124 | 142% |
| 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 | 1.16 | 8% |
| Returns for 1 year | 0.08 | 7.95 | 1% |
| Returns for 3 years | 15.15 | 31.71 | 48% |
| Returns for 5 years | 66.30 | 82.80 | 80% |
| Returns for 10 years | N/A | 105.42 | - |
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