Ad is loading...
GWGZX vs VIEIX
GWGZX vs VIEIX Comparison
Open Charts GWGZX vs VIEIX
AMG GW&K Small Mid Cap Core Z
Price$19.82
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets842.92M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
GWGZX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VIEIX commentary
Jan 19, 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. GWGZX (843M). 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 : 24.95 vs. GWGZX (17.35). VIEIX return over 5 years is better than : 54.68 vs. GWGZX (48.84).
| 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 | 4.055 | 3.991 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 111B | 1% |
| Annual Yield % from dividends | 0.22 | 1.21 | 18% |
| Returns for 1 year | 17.35 | 24.95 | 70% |
| Returns for 3 years | 9.76 | 18.29 | 53% |
| Returns for 5 years | 48.84 | 54.68 | 89% |
| Returns for 10 years | N/A | 138.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...