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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$18.96
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
Vanguard Extended Market Index Admiral
Price$151.99
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
GWGVX vs VEXAX Comparison Chart in %
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GWGVX vs. VEXAX commentary
Aug 17, 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 Hold and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 78.9B vs. GWGVX (771M). VEXAX pays higher dividends than GWGVX: VEXAX (1.12) vs GWGVX (0.00). GWGVX was incepted earlier than VEXAX: GWGVX (8 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 : 15.55 vs. GWGVX (3.38). VEXAX return over 5 years is better than : 56.20 vs. GWGVX (38.60).
| GWGVX | VEXAX | GWGVX / VEXAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.07 | 0.05 | 2,140% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.477 | 5.647 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 78.9B | 1% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 3.38 | 15.55 | 22% |
| Returns for 3 years | 10.68 | 30.32 | 35% |
| Returns for 5 years | 38.60 | 56.20 | 69% |
| Returns for 10 years | N/A | 128.21 | - |