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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$19.63
Change-$0.15 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
GWGIX vs VEXMX Comparison Chart
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GWGIX vs. VEXMX commentary
Dec 19, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. GWGIX (837M). 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). VEXMX annual gain was more profitable for investors over the last year : 23.62 vs. GWGIX (16.93). VEXMX return over 5 years is better than : 60.79 vs. GWGIX (53.00).
| 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 | 14.696 | 21.765 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 120B | 1% |
| Annual Yield % from dividends | 0.18 | 1.09 | 16% |
| Returns for 1 year | 16.93 | 23.62 | 72% |
| Returns for 3 years | 8.04 | 12.75 | 63% |
| Returns for 5 years | 53.00 | 60.79 | 87% |
| Returns for 10 years | N/A | 136.24 | - |