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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$19.69
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets844.97M
Vanguard Extended Market Index Admiral
Price$149.83
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
GWGVX vs VEXAX Comparison Chart
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GWGVX vs. VEXAX 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 111B vs. GWGVX (845M). VEXAX pays higher dividends than GWGVX: VEXAX (1.20) vs GWGVX (0.00). GWGVX was incepted earlier than VEXAX: GWGVX (8 years) vs VEXAX (24 years). GWGVX is a more actively managed with annual turnover of: 19.00 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 : 24.94 vs. GWGVX (17.41). VEXAX return over 5 years is better than : 54.66 vs. GWGVX (47.71).
| GWGVX | VEXAX | GWGVX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 4.346 | 3.991 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 111B | 1% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 17.41 | 24.94 | 70% |
| Returns for 3 years | 9.57 | 18.28 | 52% |
| Returns for 5 years | 47.71 | 54.66 | 87% |
| Returns for 10 years | N/A | 138.59 | - |
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