GWGVX
Price
$19.88
Change
+$0.33 (+1.69%)
Updated
Nov 25 closing price
Net Assets
722.86M
VEXAX
Price
$157.59
Change
+$3.04 (+1.97%)
Updated
Nov 25 closing price
Net Assets
83.92B
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GWGVX vs VEXAX

Header iconGWGVX vs VEXAX Comparison
Open Charts GWGVX vs VEXAXBanner chart's image
AMG GW&K Small Mid Cap Core N
Price$19.88
Change+$0.33 (+1.69%)
VolumeN/A
Net Assets722.86M
Vanguard Extended Market Index Admiral
Price$157.59
Change+$3.04 (+1.97%)
VolumeN/A
Net Assets83.92B
GWGVX vs VEXAX Comparison Chart in %
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VS
GWGVX vs. VEXAX commentary
Nov 26, 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 VEXAX is a Hold.

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FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.9B vs. GWGVX (723M). VEXAX pays higher dividends than GWGVX: VEXAX (1.09) vs GWGVX (0.00). GWGVX was incepted earlier than VEXAX: GWGVX (9 years) vs VEXAX (25 years). GWGVX (1.07) is less costly to investors than VEXAX (0.05). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VEXAX (11.00). GWGVX has a lower initial minimum investment than VEXAX: GWGVX (2000) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : -0.79 vs. GWGVX (-5.60). VEXAX return over 5 years is better than : 33.87 vs. GWGVX (27.61).
GWGVXVEXAXGWGVX / VEXAX
Total Expense Ratio1.070.052,140%
Annual Report Gross Expense Ratio1.070.052,140%
Fund Existence9 years25 years-
Gain YTD3.6047.49748%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets723M83.9B1%
Annual Yield % from dividends0.001.09-
Returns for 1 year-5.60-0.79711%
Returns for 3 years20.0145.7044%
Returns for 5 years27.6133.8782%
Returns for 10 yearsN/A140.06-
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