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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$17.46
Change+$0.27 (+1.57%)
VolumeN/A
Net Assets727.9M
Vanguard Extended Market Index Investor
Price$134.66
Change+$2.45 (+1.85%)
VolumeN/A
Net Assets100.64B
GWGVX vs VEXMX Comparison Chart
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GWGVX vs. VEXMX commentary
May 09, 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: 101B vs. GWGVX (728M). VEXMX pays higher dividends than GWGVX: VEXMX (1.16) vs GWGVX (0.00). GWGVX was incepted earlier than VEXMX: GWGVX (8 years) vs VEXMX (37 years). GWGVX (1.08) 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 : 2.83 vs. GWGVX (-4.61). VEXMX return over 5 years is better than : 63.67 vs. GWGVX (49.61).
| GWGVX | VEXMX | GWGVX / VEXMX | |
| Total Expense Ratio | 1.07 | 0.19 | 563% |
| Annual Report Gross Expense Ratio | 1.08 | 0.19 | 568% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | -8.903 | -8.246 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 728M | 101B | 1% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -4.61 | 2.83 | -163% |
| Returns for 3 years | 12.28 | 28.12 | 44% |
| Returns for 5 years | 49.61 | 63.67 | 78% |
| Returns for 10 years | N/A | 96.23 | - |
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