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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$19.56
Change-$0.29 (-1.46%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index InstlPlus
Price$361.34
Change-$4.72 (-1.29%)
VolumeN/A
CapitalizationN/A
GWGVX vs VEMPX Comparison Chart
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GWGVX vs. VEMPX commentary
Nov 18, 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 GWGVX is a Buy and VEMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 107B vs. GWGVX (833M). VEMPX pays higher dividends than GWGVX: VEMPX (1.22) vs GWGVX (0.00). GWGVX was incepted earlier than VEMPX: GWGVX (8 years) vs VEMPX (14 years). 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 : 33.94 vs. GWGVX (26.52). VEMPX return over 5 years is better than : 61.01 vs. GWGVX (54.20).
| GWGVX | VEMPX | GWGVX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 13.721 | 17.703 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 107B | 1% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 26.52 | 33.94 | 78% |
| Returns for 3 years | -6.46 | -2.31 | 279% |
| Returns for 5 years | 54.20 | 61.01 | 89% |
| Returns for 10 years | N/A | 131.81 | - |