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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$18.75
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets777.62M
Vanguard Extended Market Index Investor
Price$149.96
Change+$1.39 (+0.94%)
VolumeN/A
Net Assets107.69B
GWGZX vs VEXMX Comparison Chart in %
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GWGZX vs. VEXMX 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. GWGZX (778M). 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 : 17.45 vs. GWGZX (5.89). VEXMX return over 5 years is better than : 68.24 vs. GWGZX (53.04).
| 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 | -1.264 | 4.131 | -31% |
| 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 | 1.01 | 14% |
| Returns for 1 year | 5.89 | 17.45 | 34% |
| Returns for 3 years | 23.25 | 49.62 | 47% |
| Returns for 5 years | 53.04 | 68.24 | 78% |
| Returns for 10 years | N/A | 122.93 | - |
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