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GWGZX vs VEMPX
GWGZX vs VEMPX Comparison
Open Charts GWGZX vs VEMPX
AMG GW&K Small Mid Cap Core Z
Price$17.74
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets737.42M
Vanguard Extended Market Index InstlPlus
Price$346.96
Change-$6.01 (-1.70%)
VolumeN/A
Net Assets107.69B
GWGZX vs VEMPX Comparison Chart
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GWGZX vs. VEMPX commentary
Jun 16, 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 Hold and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 108B vs. GWGZX (737M). VEMPX pays higher dividends than GWGZX: VEMPX (1.23) vs GWGZX (0.14). GWGZX was incepted earlier than VEMPX: GWGZX (8 years) vs VEMPX (14 years). GWGZX (0.82) is less costly to investors than VEMPX (0.04). GWGZX is a more actively managed with annual turnover of: 21.00 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 : 10.37 vs. GWGZX (-0.10). VEMPX return over 5 years is better than : 63.90 vs. GWGZX (47.42).
| GWGZX | VEMPX | GWGZX / VEMPX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -6.582 | -2.332 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 108B | 1% |
| Annual Yield % from dividends | 0.14 | 1.23 | 12% |
| Returns for 1 year | -0.10 | 10.37 | -1% |
| Returns for 3 years | 18.00 | 42.97 | 42% |
| Returns for 5 years | 47.42 | 63.90 | 74% |
| Returns for 10 years | N/A | 106.10 | - |
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