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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$18.75
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets777.62M
Vanguard Extended Market Index Admiral
Price$149.83
Change+$1.38 (+0.93%)
VolumeN/A
Net Assets107.69B
GWGZX vs VEXAX Comparison Chart in %
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GWGZX vs. VEXAX commentary
Jul 06, 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: 108B vs. GWGZX (778M). 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 : 17.49 vs. GWGZX (5.89). VEXAX return over 5 years is better than : 68.47 vs. GWGZX (53.04).
| 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 | -1.264 | 4.146 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 108B | 1% |
| Annual Yield % from dividends | 0.14 | 1.15 | 12% |
| Returns for 1 year | 5.89 | 17.49 | 34% |
| Returns for 3 years | 23.25 | 49.74 | 47% |
| Returns for 5 years | 53.04 | 68.47 | 77% |
| Returns for 10 years | N/A | 123.51 | - |
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