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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$18.85
Change-$0.68 (-3.48%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Admiral
Price$144.89
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
GWGVX vs VEXAX Comparison Chart
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GWGVX vs. VEXAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 120B vs. GWGVX (837M). 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 (16.75) and GWGVX (16.72) have marching annual gain over last year. VEXAX (53.20) and GWGVX (51.81) have equivalent 5 years return.
| 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 | 14.477 | 16.461 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 120B | 1% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 16.72 | 16.75 | 100% |
| Returns for 3 years | 7.65 | 7.85 | 98% |
| Returns for 5 years | 51.81 | 53.20 | 97% |
| Returns for 10 years | N/A | 126.62 | - |
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