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GWGIX vs VMCPX
GWGIX vs VMCPX Comparison
Open Charts GWGIX vs VMCPX
AMG GW&K Small Mid Cap Core I
Price$17.45
Change-$0.11 (-0.63%)
VolumeN/A
Net Assets733.2M
Vanguard Mid Cap Index InstitutionalPlus
Price$354.34
Change+$0.19 (+0.05%)
VolumeN/A
Net Assets175.12B
GWGIX vs VMCPX Comparison Chart
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GWGIX vs. VMCPX commentary
May 11, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. GWGIX (733M). VMCPX pays higher dividends than GWGIX: VMCPX (1.62) vs GWGIX (0.10). GWGIX was incepted earlier than VMCPX: GWGIX (10 years) vs VMCPX (14 years). GWGIX (0.88) is less costly to investors than VMCPX (0.03). GWGIX is a more actively managed with annual turnover of: 21.00 vs. VMCPX (16.00). GWGIX has a lower initial minimum investment than VMCPX: GWGIX (100000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.31 vs. GWGIX (-4.15). VMCPX return over 5 years is better than : 73.44 vs. GWGIX (52.35).
| GWGIX | VMCPX | GWGIX / VMCPX | |
| Total Expense Ratio | 0.87 | 0.03 | 2,900% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -7.964 | -0.434 | 1,836% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 175B | 0% |
| Annual Yield % from dividends | 0.10 | 1.62 | 6% |
| Returns for 1 year | -4.15 | 7.31 | -57% |
| Returns for 3 years | 13.04 | 27.46 | 48% |
| Returns for 5 years | 52.35 | 73.44 | 71% |
| Returns for 10 years | N/A | 107.52 | - |
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