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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$17.59
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets756.86M
Vanguard Extended Market Index Investor
Price$131.27
Change+$0.31 (+0.24%)
VolumeN/A
Net Assets110.09B
GWGIX vs VEXMX Comparison Chart
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GWGIX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. GWGIX (757M). VEXMX pays higher dividends than GWGIX: VEXMX (0.98) vs GWGIX (0.09). GWGIX was incepted earlier than VEXMX: GWGIX (10 years) vs VEXMX (37 years). GWGIX (0.88) is less costly to investors than VEXMX (0.19). 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). VEXMX annual gain was more profitable for investors over the last year : 1.32 vs. GWGIX (-2.04). VEXMX return over 5 years is better than : 95.80 vs. GWGIX (70.46).
| GWGIX | VEXMX | GWGIX / VEXMX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 10 years | 37 years | - |
| Gain YTD | -4.905 | -9.182 | 53% |
| 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 | 0.98 | 9% |
| Returns for 1 year | -2.04 | 1.32 | -154% |
| Returns for 3 years | 7.24 | 12.47 | 58% |
| Returns for 5 years | 70.46 | 95.80 | 74% |
| Returns for 10 years | N/A | 96.50 | - |
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