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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$16.17
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets685.67M
Vanguard Extended Market Index InstlPlus
Price$303.28
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets101.44B
GWGVX vs VEMPX Comparison Chart
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GWGVX vs. VEMPX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. GWGVX (686M). VEMPX pays higher dividends than GWGVX: VEMPX (1.31) 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: 19.00 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 : -0.64 vs. GWGVX (-7.54). VEMPX return over 5 years is better than : 64.30 vs. GWGVX (48.38).
| 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 | -14.838 | -15.309 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 101B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -7.54 | -0.64 | 1,180% |
| Returns for 3 years | -5.19 | 2.22 | -234% |
| Returns for 5 years | 48.38 | 64.30 | 75% |
| Returns for 10 years | N/A | 79.06 | - |
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