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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$17.48
Change-$0.11 (-0.63%)
VolumeN/A
Net Assets733.2M
Vanguard Extended Market Index Investor
Price$134.57
Change-$0.09 (-0.07%)
VolumeN/A
Net Assets100.64B
GWGZX vs VEXMX Comparison Chart
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GWGZX vs. VEXMX commentary
May 12, 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: 101B vs. GWGZX (733M). VEXMX pays higher dividends than GWGZX: VEXMX (1.16) vs GWGZX (0.15). 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: 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 : 3.78 vs. GWGZX (-4.10). VEXMX return over 5 years is better than : 66.59 vs. GWGZX (52.58).
| 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 | -7.952 | -6.608 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 101B | 1% |
| Annual Yield % from dividends | 0.15 | 1.16 | 13% |
| Returns for 1 year | -4.10 | 3.78 | -108% |
| Returns for 3 years | 13.12 | 30.55 | 43% |
| Returns for 5 years | 52.58 | 66.59 | 79% |
| Returns for 10 years | N/A | 100.08 | - |
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