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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$18.94
Change+$0.18 (+0.96%)
VolumeN/A
Net Assets779.62M
Vanguard Extended Market Index Admiral
Price$152.06
Change+$1.02 (+0.68%)
VolumeN/A
Net Assets112.9B
GWGZX vs VEXAX Comparison Chart in %
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GWGZX vs. VEXAX commentary
Jul 27, 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: 113B vs. GWGZX (780M). VEXAX pays higher dividends than GWGZX: VEXAX (1.15) vs GWGZX (0.14). GWGZX was incepted earlier than VEXAX: GWGZX (8 years) vs VEXAX (25 years). GWGZX (0.82) 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 : 14.22 vs. GWGZX (1.74). VEXAX return over 5 years is better than : 65.44 vs. GWGZX (47.75).
| GWGZX | VEXAX | GWGZX / VEXAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -0.263 | 5.696 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 113B | 1% |
| Annual Yield % from dividends | 0.14 | 1.15 | 12% |
| Returns for 1 year | 1.74 | 14.22 | 12% |
| Returns for 3 years | 20.78 | 46.96 | 44% |
| Returns for 5 years | 47.75 | 65.44 | 73% |
| Returns for 10 years | N/A | 129.64 | - |
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