Interact to see
Advertisement
Advertisement
GWGVX vs VEXAX
GWGVX vs VEXAX Comparison
Open Charts GWGVX vs VEXAX
AMG GW&K Small Mid Cap Core N
Price$17.60
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets737.42M
Vanguard Extended Market Index Admiral
Price$140.60
Change-$2.44 (-1.71%)
VolumeN/A
Net Assets107.69B
GWGVX vs VEXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGVX vs. VEXAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 108B vs. GWGVX (737M). VEXAX pays higher dividends than GWGVX: VEXAX (1.21) 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 : 10.36 vs. GWGVX (-0.40). VEXAX return over 5 years is better than : 63.86 vs. GWGVX (45.94).
| 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 | -6.730 | -2.333 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 108B | 1% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -0.40 | 10.36 | -4% |
| Returns for 3 years | 17.41 | 42.96 | 41% |
| Returns for 5 years | 45.94 | 63.86 | 72% |
| Returns for 10 years | N/A | 105.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement