Ad is loading...
GWGVX vs VEMPX
GWGVX vs VEMPX Comparison
Open Charts GWGVX vs VEMPX
AMG GW&K Small Mid Cap Core N
Price$19.69
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets844.97M
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$2.48 (+0.68%)
VolumeN/A
Net Assets111.13B
GWGVX vs VEMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGVX vs. VEMPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 111B vs. GWGVX (845M). 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 : 24.95 vs. GWGVX (17.41). VEMPX return over 5 years is better than : 54.69 vs. GWGVX (47.71).
| 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 | 4.346 | 3.988 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 111B | 1% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 17.41 | 24.95 | 70% |
| Returns for 3 years | 9.57 | 18.29 | 52% |
| Returns for 5 years | 47.71 | 54.69 | 87% |
| Returns for 10 years | N/A | 138.78 | - |