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GWGZX vs VEXAX
GWGZX vs VEXAX Comparison
Open Charts GWGZX vs VEXAX
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 Admiral
Price$134.47
Change-$0.10 (-0.07%)
VolumeN/A
Net Assets100.64B
GWGZX vs VEXAX Comparison Chart
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GWGZX vs. VEXAX 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 VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 101B vs. GWGZX (733M). VEXAX pays higher dividends than GWGZX: VEXAX (1.30) vs GWGZX (0.15). GWGZX was incepted earlier than VEXAX: GWGZX (8 years) vs VEXAX (25 years). GWGZX (0.83) is less costly to investors than VEXAX (0.05). GWGZX is a more actively managed with annual turnover of: 21.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than GWGZX: VEXAX (3000) vs GWGZX (5000000). VEXAX annual gain was more profitable for investors over the last year : 3.81 vs. GWGZX (-4.10). VEXAX return over 5 years is better than : 66.83 vs. GWGZX (52.58).
| GWGZX | VEXAX | GWGZX / VEXAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.83 | 0.05 | 1,660% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -7.952 | -6.591 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 101B | 1% |
| Annual Yield % from dividends | 0.15 | 1.30 | 11% |
| Returns for 1 year | -4.10 | 3.81 | -107% |
| Returns for 3 years | 13.12 | 30.64 | 43% |
| Returns for 5 years | 52.58 | 66.83 | 79% |
| Returns for 10 years | N/A | 100.67 | - |
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