Ad is loading...
GWGZX vs VIEIX
GWGZX vs VIEIX Comparison
Open Charts GWGZX vs VIEIX
AMG GW&K Small Mid Cap Core Z
Price$17.48
Change-$0.11 (-0.63%)
VolumeN/A
Net Assets733.2M
Vanguard Extended Market Index Instl
Price$134.46
Change-$0.10 (-0.07%)
VolumeN/A
Net Assets100.64B
GWGZX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VIEIX commentary
May 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. GWGZX (733M). VIEIX pays higher dividends than GWGZX: VIEIX (1.31) vs GWGZX (0.15). 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: 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 : 3.81 vs. GWGZX (-4.10). VIEIX return over 5 years is better than : 66.85 vs. GWGZX (52.58).
| 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 | -7.952 | -6.591 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 101B | 1% |
| Annual Yield % from dividends | 0.15 | 1.31 | 11% |
| Returns for 1 year | -4.10 | 3.81 | -108% |
| Returns for 3 years | 13.12 | 30.64 | 43% |
| Returns for 5 years | 52.58 | 66.85 | 79% |
| Returns for 10 years | N/A | 100.73 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...