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GWGVX vs VEXAX
GWGVX vs VEXAX Comparison
Open Charts GWGVX vs VEXAX
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 Admiral
Price$134.57
Change+$2.45 (+1.85%)
VolumeN/A
Net Assets100.64B
GWGVX vs VEXAX Comparison Chart
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GWGVX vs. VEXAX 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 VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 101B vs. GWGVX (728M). VEXAX pays higher dividends than GWGVX: VEXAX (1.30) vs GWGVX (0.00). GWGVX was incepted earlier than VEXAX: GWGVX (8 years) vs VEXAX (25 years). GWGVX (1.08) 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 : 2.86 vs. GWGVX (-4.61). VEXAX return over 5 years is better than : 63.91 vs. GWGVX (49.61).
| GWGVX | VEXAX | GWGVX / VEXAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -8.903 | -8.223 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 728M | 101B | 1% |
| Annual Yield % from dividends | 0.00 | 1.30 | - |
| Returns for 1 year | -4.61 | 2.86 | -161% |
| Returns for 3 years | 12.28 | 28.22 | 44% |
| Returns for 5 years | 49.61 | 63.91 | 78% |
| Returns for 10 years | N/A | 96.80 | - |
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