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GWGVX vs VEMPX
GWGVX vs VEMPX Comparison
Open Charts GWGVX vs VEMPX
AMG GW&K Small Mid Cap Core N
Price$17.46
Change+$0.27 (+1.57%)
VolumeN/A
Net Assets727.9M
Vanguard Extended Market Index InstlPlus
Price$332.06
Change+$6.04 (+1.85%)
VolumeN/A
Net Assets100.64B
GWGVX vs VEMPX Comparison Chart
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GWGVX vs. VEMPX commentary
May 09, 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 GWGVX is a Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. GWGVX (728M). VEMPX pays higher dividends than GWGVX: VEMPX (1.32) vs GWGVX (0.00). GWGVX was incepted earlier than VEMPX: GWGVX (8 years) vs VEMPX (14 years). GWGVX (1.08) is less costly to investors than VEMPX (0.04). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VEMPX (11.00). GWGVX has a lower initial minimum investment than VEMPX: GWGVX (2000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 2.86 vs. GWGVX (-4.61). VEMPX return over 5 years is better than : 63.95 vs. GWGVX (49.61).
| GWGVX | VEMPX | GWGVX / VEMPX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.08 | 0.04 | 2,700% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -8.903 | -8.227 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 728M | 101B | 1% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -4.61 | 2.86 | -161% |
| Returns for 3 years | 12.28 | 28.23 | 44% |
| Returns for 5 years | 49.61 | 63.95 | 78% |
| Returns for 10 years | N/A | 96.94 | - |
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