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GWGZX vs VIEIX
GWGZX vs VIEIX Comparison
Open Charts GWGZX vs VIEIX
AMG GW&K Small Mid Cap Core Z
Price$18.83
Change-$0.49 (-2.54%)
VolumeN/A
Net Assets798.66M
Vanguard Extended Market Index Instl
Price$144.56
Change-$4.57 (-3.06%)
VolumeN/A
Net Assets116.7B
GWGZX vs VIEIX Comparison Chart
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GWGZX vs. VIEIX commentary
Feb 23, 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 117B vs. GWGZX (799M). VIEIX pays higher dividends than GWGZX: VIEIX (1.21) vs GWGZX (0.22). GWGZX was incepted earlier than VIEIX: GWGZX (8 years) vs VIEIX (28 years). GWGZX is a more actively managed with annual turnover of: 19.00 vs. VIEIX (11.00). GWGZX (5000000) and VIEIX (5000000) have matching initial minimum investment requirements. VIEIX annual gain was more profitable for investors over the last year : 14.32 vs. GWGZX (5.45). VIEIX return over 5 years is better than : 47.44 vs. GWGZX (41.62).
| GWGZX | VIEIX | GWGZX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -0.843 | 0.340 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 117B | 1% |
| Annual Yield % from dividends | 0.22 | 1.21 | 18% |
| Returns for 1 year | 5.45 | 14.32 | 38% |
| Returns for 3 years | 9.76 | 21.17 | 46% |
| Returns for 5 years | 41.62 | 47.44 | 88% |
| Returns for 10 years | N/A | 116.03 | - |