GWGVX
Price
$17.46
Change
+$0.27 (+1.57%)
Updated
May 8 closing price
Net Assets
727.9M
VSEMX
Price
$216.28
Change
+$3.93 (+1.85%)
Updated
May 8 closing price
Net Assets
100.64B
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GWGVX vs VSEMX

Header iconGWGVX vs VSEMX Comparison
Open Charts GWGVX vs VSEMXBanner chart's image
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 Instl Sel
Price$216.28
Change+$3.93 (+1.85%)
VolumeN/A
Net Assets100.64B
GWGVX vs VSEMX Comparison Chart
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GWGVX vs. VSEMX 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 VSEMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. GWGVX (728M). VSEMX pays higher dividends than GWGVX: VSEMX (1.33) vs GWGVX (0.00). GWGVX was incepted earlier than VSEMX: GWGVX (8 years) vs VSEMX (9 years). GWGVX (1.08) is less costly to investors than VSEMX (0.02). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VSEMX (11.00). GWGVX has a lower initial minimum investment than VSEMX: GWGVX (2000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 2.88 vs. GWGVX (-4.61). VSEMX return over 5 years is better than : 64.02 vs. GWGVX (49.61).
GWGVXVSEMXGWGVX / VSEMX
Total Expense Ratio1.070.025,350%
Annual Report Gross Expense Ratio1.080.025,400%
Fund Existence8 years9 years-
Gain YTD-8.903-8.220108%
Front LoadN/AN/A-
Min. Initial Investment200030000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets728M101B1%
Annual Yield % from dividends0.001.33-
Returns for 1 year-4.612.88-160%
Returns for 3 years12.2828.2743%
Returns for 5 years49.6164.0277%
Returns for 10 yearsN/AN/A-
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