Ad is loading...
GWGZX vs VEMPX
GWGZX vs VEMPX Comparison
Open Charts GWGZX vs VEMPX
AMG GW&K Small Mid Cap Core Z
Price$16.29
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets685.67M
Vanguard Extended Market Index InstlPlus
Price$303.28
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets101.44B
GWGZX vs VEMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VEMPX 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 GWGZX is a Buy and VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. GWGZX (686M). VEMPX pays higher dividends than GWGZX: VEMPX (1.31) vs GWGZX (0.14). GWGZX was incepted earlier than VEMPX: GWGZX (8 years) vs VEMPX (14 years). GWGZX (0.83) is less costly to investors than VEMPX (0.04). GWGZX is a more actively managed with annual turnover of: 19.00 vs. VEMPX (11.00). GWGZX has a lower initial minimum investment than VEMPX: GWGZX (5000000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : -0.64 vs. GWGZX (-7.26). VEMPX return over 5 years is better than : 64.30 vs. GWGZX (49.91).
| GWGZX | VEMPX | GWGZX / VEMPX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.83 | 0.04 | 2,075% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -14.745 | -15.309 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 101B | 1% |
| Annual Yield % from dividends | 0.14 | 1.31 | 11% |
| Returns for 1 year | -7.26 | -0.64 | 1,137% |
| Returns for 3 years | -4.69 | 2.22 | -212% |
| Returns for 5 years | 49.91 | 64.30 | 78% |
| Returns for 10 years | N/A | 79.06 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers