Interact to see
Advertisement
Advertisement
GWGZX vs VIEIX
GWGZX vs VIEIX Comparison
Open Charts GWGZX vs VIEIX
AMG GW&K Small Mid Cap Core Z
Price$18.75
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets777.62M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.38 (+0.93%)
VolumeN/A
Net Assets107.69B
GWGZX vs VIEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VIEIX commentary
Jul 06, 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: 108B vs. GWGZX (778M). VIEIX pays higher dividends than GWGZX: VIEIX (1.15) 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 : 17.49 vs. GWGZX (5.89). VIEIX return over 5 years is better than : 68.49 vs. GWGZX (53.04).
| 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 | -1.264 | 4.147 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 108B | 1% |
| Annual Yield % from dividends | 0.14 | 1.15 | 12% |
| Returns for 1 year | 5.89 | 17.49 | 34% |
| Returns for 3 years | 23.25 | 49.76 | 47% |
| Returns for 5 years | 53.04 | 68.49 | 77% |
| Returns for 10 years | N/A | 123.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement