Interact to see
Advertisement
Advertisement
GWGZX vs VEXMX
GWGZX vs VEXMX Comparison
Open Charts GWGZX vs VEXMX
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 Investor
Price$152.18
Change+$1.02 (+0.67%)
VolumeN/A
Net Assets112.9B
GWGZX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VEXMX 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. GWGZX (780M). VEXMX pays higher dividends than GWGZX: VEXMX (1.01) vs GWGZX (0.14). GWGZX was incepted earlier than VEXMX: GWGZX (8 years) vs VEXMX (38 years). GWGZX (0.82) is less costly to investors than VEXMX (0.19). GWGZX is a more actively managed with annual turnover of: 21.00 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 : 14.19 vs. GWGZX (1.74). VEXMX return over 5 years is better than : 65.21 vs. GWGZX (47.75).
| GWGZX | VEXMX | GWGZX / VEXMX | |
| Total Expense Ratio | 0.82 | 0.19 | 432% |
| Annual Report Gross Expense Ratio | 0.82 | 0.19 | 432% |
| Fund Existence | 8 years | 38 years | - |
| Gain YTD | -0.263 | 5.673 | -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 | 1.01 | 14% |
| Returns for 1 year | 1.74 | 14.19 | 12% |
| Returns for 3 years | 20.78 | 46.85 | 44% |
| Returns for 5 years | 47.75 | 65.21 | 73% |
| Returns for 10 years | N/A | 129.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement