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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$18.85
Change-$0.68 (-3.48%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
GWGVX vs VEXMX Comparison Chart
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GWGVX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. GWGVX (837M). 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). GWGVX (16.72) and VEXMX (16.68) have marching annual gain over last year. VEXMX (53.00) and GWGVX (51.81) have equivalent 5 years return.
| 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 | 14.477 | 16.402 | 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 | 1.09 | - |
| Returns for 1 year | 16.72 | 16.68 | 100% |
| Returns for 3 years | 7.65 | 7.78 | 98% |
| Returns for 5 years | 51.81 | 53.00 | 98% |
| Returns for 10 years | N/A | 125.84 | - |