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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$16.17
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets685.67M
Vanguard Extended Market Index Investor
Price$123.00
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
GWGVX vs VEXMX Comparison Chart
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GWGVX vs. VEXMX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. GWGVX (686M). VEXMX pays higher dividends than GWGVX: VEXMX (1.15) 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: 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 : -0.39 vs. GWGVX (-7.54). VEXMX return over 5 years is better than : 65.98 vs. GWGVX (48.38).
| 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 | -14.838 | -14.312 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 101B | 1% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -7.54 | -0.39 | 1,951% |
| Returns for 3 years | -5.19 | 2.34 | -222% |
| Returns for 5 years | 48.38 | 65.98 | 73% |
| Returns for 10 years | N/A | 81.95 | - |
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