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SKSZX vs VSMAX
SKSZX vs VSMAX Comparison
Open Charts SKSZX vs VSMAX
AMG GW&K Small Cap Value Z
Price$31.04
Change+$0.24 (+0.78%)
VolumeN/A
Net Assets234.4M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
SKSZX vs VSMAX Comparison Chart
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VS
VS
SKSZX vs. VSMAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SKSZX (234M). VSMAX pays higher dividends than SKSZX: VSMAX (1.42) vs SKSZX (0.86). SKSZX was incepted earlier than VSMAX: SKSZX (8 years) vs VSMAX (24 years). 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 : 20.35 vs. SKSZX (10.21). VSMAX return over 5 years is better than : 55.98 vs. SKSZX (-10.79).
| SKSZX | VSMAX | SKSZX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 1.818 | 3.638 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 155B | 0% |
| Annual Yield % from dividends | 0.86 | 1.42 | 61% |
| Returns for 1 year | 10.21 | 20.35 | 50% |
| Returns for 3 years | 8.66 | 20.91 | 41% |
| Returns for 5 years | -10.79 | 55.98 | -19% |
| Returns for 10 years | N/A | 124.89 | - |
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