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GWGVX vs VSEMX
GWGVX vs VSEMX Comparison
Open Charts GWGVX vs VSEMX
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 Instl Sel
Price$240.81
Change+$1.61 (+0.67%)
VolumeN/A
Net Assets111.13B
GWGVX vs VSEMX Comparison Chart
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GWGVX vs. VSEMX 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 111B vs. GWGVX (845M). VSEMX pays higher dividends than GWGVX: VSEMX (1.23) vs GWGVX (0.00). GWGVX was incepted earlier than VSEMX: GWGVX (8 years) vs VSEMX (9 years). GWGVX is a more actively managed with annual turnover of: 19.00 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 : 24.97 vs. GWGVX (17.41). VSEMX return over 5 years is better than : 54.76 vs. GWGVX (47.71).
| GWGVX | VSEMX | GWGVX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 4.346 | 3.990 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 111B | 1% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 17.41 | 24.97 | 70% |
| Returns for 3 years | 9.57 | 18.32 | 52% |
| Returns for 5 years | 47.71 | 54.76 | 87% |
| Returns for 10 years | N/A | N/A | - |
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