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$17.74
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets737.42M
Vanguard Extended Market Index Investor
Price$140.69
Change-$2.43 (-1.70%)
VolumeN/A
Net Assets107.69B
GWGZX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VEXMX commentary
Jun 16, 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 Hold and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. GWGZX (737M). VEXMX pays higher dividends than GWGZX: VEXMX (1.08) 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 : 10.34 vs. GWGZX (-0.10). VEXMX return over 5 years is better than : 63.64 vs. GWGZX (47.42).
| 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 | -6.582 | -2.361 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 108B | 1% |
| Annual Yield % from dividends | 0.14 | 1.08 | 13% |
| Returns for 1 year | -0.10 | 10.34 | -1% |
| Returns for 3 years | 18.00 | 42.87 | 42% |
| Returns for 5 years | 47.42 | 63.64 | 75% |
| Returns for 10 years | N/A | 105.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement