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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$18.83
Change-$0.49 (-2.54%)
VolumeN/A
Net Assets798.66M
Vanguard Extended Market Index InstlPlus
Price$356.76
Change-$11.27 (-3.06%)
VolumeN/A
Net Assets116.7B
GWGZX vs VEMPX Comparison Chart
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GWGZX vs. VEMPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 117B vs. GWGZX (799M). VEMPX pays higher dividends than GWGZX: VEMPX (1.22) vs GWGZX (0.22). GWGZX was incepted earlier than VEMPX: GWGZX (8 years) vs VEMPX (14 years). 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 : 14.32 vs. GWGZX (5.45). VEMPX return over 5 years is better than : 47.45 vs. GWGZX (41.62).
| GWGZX | VEMPX | GWGZX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -0.843 | 0.340 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 117B | 1% |
| Annual Yield % from dividends | 0.22 | 1.22 | 18% |
| Returns for 1 year | 5.45 | 14.32 | 38% |
| Returns for 3 years | 9.76 | 21.18 | 46% |
| Returns for 5 years | 41.62 | 47.45 | 88% |
| Returns for 10 years | N/A | 116.12 | - |