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SKSZX vs VSMAX
SKSZX vs VSMAX Comparison
Open Charts SKSZX vs VSMAX
AMG GW&K Small Cap Value Z
Price$26.81
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets193.52M
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
SKSZX vs VSMAX Comparison Chart
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SKSZX vs. VSMAX commentary
May 10, 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 SKSZX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SKSZX (194M). VSMAX pays higher dividends than SKSZX: VSMAX (1.56) vs SKSZX (1.17). SKSZX was incepted earlier than VSMAX: SKSZX (8 years) vs VSMAX (25 years). SKSZX (0.94) is less costly to investors than VSMAX (0.05). SKSZX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SKSZX: VSMAX (3000) vs SKSZX (5000000). VSMAX annual gain was more profitable for investors over the last year : 0.40 vs. SKSZX (-10.34). VSMAX return over 5 years is better than : 67.86 vs. SKSZX (5.41).
| SKSZX | VSMAX | SKSZX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -11.207 | -6.954 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 140B | 0% |
| Annual Yield % from dividends | 1.17 | 1.56 | 75% |
| Returns for 1 year | -10.34 | 0.40 | -2,576% |
| Returns for 3 years | 4.57 | 22.82 | 20% |
| Returns for 5 years | 5.41 | 67.86 | 8% |
| Returns for 10 years | N/A | 91.60 | - |
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