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SKSZX vs VSMAX
SKSZX vs VSMAX Comparison
Open Charts SKSZX vs VSMAX
AMG GW&K Small Cap Value Z
Price$25.70
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets189.72M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SKSZX vs VSMAX Comparison Chart
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SKSZX vs. VSMAX commentary
Apr 19, 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: 143B vs. SKSZX (190M). VSMAX pays higher dividends than SKSZX: VSMAX (1.52) vs SKSZX (1.11). SKSZX was incepted earlier than VSMAX: SKSZX (8 years) vs VSMAX (24 years). SKSZX (0.94) is less costly to investors than VSMAX (0.05). SKSZX is a more actively managed with annual turnover of: 14.00 vs. VSMAX (12.00). 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 : -1.56 vs. SKSZX (-9.77). VSMAX return over 5 years is better than : 68.33 vs. SKSZX (11.72).
| 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 | 24 years | - |
| Gain YTD | -15.041 | -13.717 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 143B | 0% |
| Annual Yield % from dividends | 1.11 | 1.52 | 73% |
| Returns for 1 year | -9.77 | -1.56 | 627% |
| Returns for 3 years | -7.80 | 1.43 | -547% |
| Returns for 5 years | 11.72 | 68.33 | 17% |
| Returns for 10 years | N/A | 75.18 | - |