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GWGVX vs VEXMX
GWGVX vs VEXMX Comparison
Open Charts GWGVX vs VEXMX
AMG GW&K Small Mid Cap Core N
Price$18.79
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets772.32M
Vanguard Extended Market Index Investor
Price$152.18
Change+$1.02 (+0.67%)
VolumeN/A
Net Assets112.9B
GWGVX vs VEXMX Comparison Chart in %
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GWGVX vs. VEXMX commentary
Jul 26, 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. GWGVX (772M). VEXMX pays higher dividends than GWGVX: VEXMX (1.01) vs GWGVX (0.00). GWGVX was incepted earlier than VEXMX: GWGVX (8 years) vs VEXMX (38 years). GWGVX (1.07) is less costly to investors than VEXMX (0.19). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VEXMX (11.00). GWGVX has a lower initial minimum investment than VEXMX: GWGVX (2000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 13.42 vs. GWGVX (0.49). VEXMX return over 5 years is better than : 64.10 vs. GWGVX (44.71).
| GWGVX | VEXMX | GWGVX / VEXMX | |
| Total Expense Ratio | 1.07 | 0.19 | 563% |
| Annual Report Gross Expense Ratio | 1.07 | 0.19 | 563% |
| Fund Existence | 8 years | 38 years | - |
| Gain YTD | -1.378 | 4.965 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 113B | 1% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | 0.49 | 13.42 | 4% |
| Returns for 3 years | 18.99 | 45.87 | 41% |
| Returns for 5 years | 44.71 | 64.10 | 70% |
| Returns for 10 years | N/A | 127.49 | - |
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