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GWMTX vs VTEAX
GWMTX vs VTEAX Comparison
Open Charts GWMTX vs VTEAX
AMG GW&K Municipal Bond N
Price$11.19
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets1.01B
Vanguard Tax-Exempt Bond Index Admiral
Price$19.91
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets38.36B
GWMTX vs VTEAX Comparison Chart
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GWMTX vs. VTEAX commentary
Jan 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 GWMTX is a Hold and VTEAX is a Hold.
FUNDAMENTALS
Fundamentals
VTEAX has more cash in the bank: 38.4B vs. GWMTX (1.01B). VTEAX pays higher dividends than GWMTX: VTEAX (2.88) vs GWMTX (1.92). GWMTX was incepted earlier than VTEAX: GWMTX (16 years) vs VTEAX (9 years). GWMTX is a more actively managed with annual turnover of: 29.00 vs. VTEAX (23.00). GWMTX has a lower initial minimum investment than VTEAX: GWMTX (2000) vs VTEAX (3000). GWMTX annual gain was more profitable for investors over the last year : -0.29 vs. VTEAX (-1.57). GWMTX return over 5 years is better than : -1.88 vs. VTEAX (-6.37).
| GWMTX | VTEAX | GWMTX / VTEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -0.089 | -0.299 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 38.4B | 3% |
| Annual Yield % from dividends | 1.92 | 2.88 | 67% |
| Returns for 1 year | -0.29 | -1.57 | 19% |
| Returns for 3 years | -3.45 | -7.44 | 46% |
| Returns for 5 years | -1.88 | -6.37 | 30% |
| Returns for 10 years | 8.92 | N/A | - |
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