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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$16.29
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets685.67M
Vanguard Extended Market Index Instl
Price$122.89
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
GWGZX vs VIEIX Comparison Chart
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GWGZX vs. VIEIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. GWGZX (686M). VIEIX pays higher dividends than GWGZX: VIEIX (1.30) vs GWGZX (0.14). GWGZX was incepted earlier than VIEIX: GWGZX (8 years) vs VIEIX (28 years). GWGZX (0.83) is less costly to investors than VIEIX (0.05). 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 : -0.64 vs. GWGZX (-7.26). VIEIX return over 5 years is better than : 64.28 vs. GWGZX (49.91).
| GWGZX | VIEIX | GWGZX / VIEIX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.83 | 0.05 | 1,660% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -14.745 | -15.310 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 101B | 1% |
| Annual Yield % from dividends | 0.14 | 1.30 | 11% |
| Returns for 1 year | -7.26 | -0.64 | 1,128% |
| Returns for 3 years | -4.69 | 2.21 | -212% |
| Returns for 5 years | 49.91 | 64.28 | 78% |
| Returns for 10 years | N/A | 78.99 | - |
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