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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$17.74
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets737.42M
Vanguard Extended Market Index Instl
Price$140.59
Change-$2.44 (-1.71%)
VolumeN/A
Net Assets107.69B
GWGZX vs VIEIX Comparison Chart
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GWGZX vs. VIEIX 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. GWGZX (737M). VIEIX pays higher dividends than GWGZX: VIEIX (1.22) vs GWGZX (0.14). GWGZX was incepted earlier than VIEIX: GWGZX (8 years) vs VIEIX (28 years). GWGZX (0.82) is less costly to investors than VIEIX (0.05). GWGZX is a more actively managed with annual turnover of: 21.00 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 : 10.37 vs. GWGZX (-0.10). VIEIX return over 5 years is better than : 63.89 vs. GWGZX (47.42).
| GWGZX | VIEIX | GWGZX / VIEIX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -6.582 | -2.333 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 108B | 1% |
| Annual Yield % from dividends | 0.14 | 1.22 | 12% |
| Returns for 1 year | -0.10 | 10.37 | -1% |
| Returns for 3 years | 18.00 | 42.97 | 42% |
| Returns for 5 years | 47.42 | 63.89 | 74% |
| Returns for 10 years | N/A | 106.01 | - |
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