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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$16.17
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets685.67M
Vanguard Extended Market Index Admiral
Price$122.90
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
GWGVX vs VEXAX Comparison Chart
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GWGVX vs. VEXAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 101B vs. GWGVX (686M). VEXAX pays higher dividends than GWGVX: VEXAX (1.29) vs GWGVX (0.00). GWGVX was incepted earlier than VEXAX: GWGVX (8 years) vs VEXAX (24 years). GWGVX (1.08) is less costly to investors than VEXAX (0.05). 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 : -0.36 vs. GWGVX (-7.54). VEXAX return over 5 years is better than : 66.21 vs. GWGVX (48.38).
| 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 | 24 years | - |
| Gain YTD | -14.838 | -14.302 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 101B | 1% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -7.54 | -0.36 | 2,077% |
| Returns for 3 years | -5.19 | 2.42 | -215% |
| Returns for 5 years | 48.38 | 66.21 | 73% |
| Returns for 10 years | N/A | 82.48 | - |