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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$16.29
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets685.67M
Vanguard Extended Market Index Admiral
Price$122.90
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
GWGZX vs VEXAX Comparison Chart
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GWGZX vs. VEXAX 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 VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 101B vs. GWGZX (686M). VEXAX pays higher dividends than GWGZX: VEXAX (1.29) vs GWGZX (0.14). GWGZX was incepted earlier than VEXAX: GWGZX (8 years) vs VEXAX (24 years). GWGZX (0.83) is less costly to investors than VEXAX (0.05). GWGZX is a more actively managed with annual turnover of: 19.00 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 : -0.65 vs. GWGZX (-7.26). VEXAX return over 5 years is better than : 64.26 vs. GWGZX (49.91).
| 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 | 24 years | - |
| Gain YTD | -14.745 | -15.309 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 101B | 1% |
| Annual Yield % from dividends | 0.14 | 1.29 | 11% |
| Returns for 1 year | -7.26 | -0.65 | 1,124% |
| Returns for 3 years | -4.69 | 2.21 | -213% |
| Returns for 5 years | 49.91 | 64.26 | 78% |
| Returns for 10 years | N/A | 78.94 | - |
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