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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$19.69
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets844.97M
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
GWGVX vs VEXMX Comparison Chart
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GWGVX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. GWGVX (845M). VEXMX pays higher dividends than GWGVX: VEXMX (1.09) vs GWGVX (0.00). GWGVX was incepted earlier than VEXMX: GWGVX (8 years) vs VEXMX (37 years). GWGVX is a more actively managed with annual turnover of: 19.00 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 : 24.91 vs. GWGVX (17.41). VEXMX return over 5 years is better than : 54.44 vs. GWGVX (47.71).
| GWGVX | VEXMX | GWGVX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 4.346 | 3.981 | 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 | 1.09 | - |
| Returns for 1 year | 17.41 | 24.91 | 70% |
| Returns for 3 years | 9.57 | 18.20 | 53% |
| Returns for 5 years | 47.71 | 54.44 | 88% |
| Returns for 10 years | N/A | 137.82 | - |
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