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SKSZX vs VSMAX
SKSZX vs VSMAX Comparison
Open Charts SKSZX vs VSMAX
AMG GW&K Small Cap Value Z
Price$31.47
Change-$0.40 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
SKSZX vs VSMAX Comparison Chart
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VS
VS
SKSZX vs. VSMAX commentary
Dec 18, 2024
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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SKSZX (229M). 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 : 19.58 vs. SKSZX (10.97). VSMAX return over 5 years is better than : 53.97 vs. SKSZX (-11.51).
| 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 | 8.682 | 18.049 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 167B | 0% |
| Annual Yield % from dividends | 0.86 | 1.42 | 61% |
| Returns for 1 year | 10.97 | 19.58 | 56% |
| Returns for 3 years | 10.33 | 15.80 | 65% |
| Returns for 5 years | -11.51 | 53.97 | -21% |
| Returns for 10 years | N/A | 125.00 | - |