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GWGZX vs VEXMX
GWGZX vs VEXMX Comparison
Open Charts GWGZX vs VEXMX
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 Investor
Price$123.00
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
GWGZX vs VEXMX Comparison Chart
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GWGZX vs. VEXMX 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. GWGZX (686M). VEXMX pays higher dividends than GWGZX: VEXMX (1.15) vs GWGZX (0.14). GWGZX was incepted earlier than VEXMX: GWGZX (8 years) vs VEXMX (37 years). GWGZX (0.83) is less costly to investors than VEXMX (0.19). GWGZX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than GWGZX: VEXMX (3000) vs GWGZX (5000000). VEXMX annual gain was more profitable for investors over the last year : -0.67 vs. GWGZX (-7.26). VEXMX return over 5 years is better than : 64.03 vs. GWGZX (49.91).
| GWGZX | VEXMX | GWGZX / VEXMX | |
| Total Expense Ratio | 0.82 | 0.19 | 432% |
| Annual Report Gross Expense Ratio | 0.83 | 0.19 | 437% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | -14.745 | -15.318 | 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 | 1.15 | 13% |
| Returns for 1 year | -7.26 | -0.67 | 1,086% |
| Returns for 3 years | -4.69 | 2.13 | -220% |
| Returns for 5 years | 49.91 | 64.03 | 78% |
| Returns for 10 years | N/A | 78.39 | - |