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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$19.82
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets842.92M
Vanguard Extended Market Index Admiral
Price$149.83
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
GWGZX vs VEXAX Comparison Chart
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GWGZX vs. VEXAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 111B vs. GWGZX (843M). VEXAX pays higher dividends than GWGZX: VEXAX (1.20) vs GWGZX (0.22). GWGZX was incepted earlier than VEXAX: GWGZX (8 years) vs VEXAX (24 years). 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 : 24.94 vs. GWGZX (17.35). VEXAX return over 5 years is better than : 54.66 vs. GWGZX (48.84).
| GWGZX | VEXAX | GWGZX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 4.055 | 3.991 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 111B | 1% |
| Annual Yield % from dividends | 0.22 | 1.20 | 18% |
| Returns for 1 year | 17.35 | 24.94 | 70% |
| Returns for 3 years | 9.76 | 18.28 | 53% |
| Returns for 5 years | 48.84 | 54.66 | 89% |
| Returns for 10 years | N/A | 138.59 | - |
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