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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$17.48
Change-$0.11 (-0.63%)
VolumeN/A
Net Assets733.2M
Vanguard Extended Market Index InstlPlus
Price$331.83
Change-$0.23 (-0.07%)
VolumeN/A
Net Assets100.64B
GWGZX vs VEMPX Comparison Chart
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GWGZX vs. VEMPX commentary
May 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. GWGZX (733M). VEMPX pays higher dividends than GWGZX: VEMPX (1.32) vs GWGZX (0.15). 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: 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 : 3.81 vs. GWGZX (-4.10). VEMPX return over 5 years is better than : 66.87 vs. GWGZX (52.58).
| 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 | -7.952 | -6.591 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 101B | 1% |
| Annual Yield % from dividends | 0.15 | 1.32 | 11% |
| Returns for 1 year | -4.10 | 3.81 | -107% |
| Returns for 3 years | 13.12 | 30.65 | 43% |
| Returns for 5 years | 52.58 | 66.87 | 79% |
| Returns for 10 years | N/A | 100.81 | - |
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