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SKSZX vs VSMAX
SKSZX vs VSMAX Comparison
Open Charts SKSZX vs VSMAX
AMG GW&K Small Cap Value Z
Price$27.58
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets207.35M
Vanguard Small Cap Index Admiral Shares
Price$106.29
Change-$0.41 (-0.38%)
VolumeN/A
Net Assets153.45B
SKSZX vs VSMAX Comparison Chart
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SKSZX vs. VSMAX commentary
Mar 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 SKSZX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SKSZX (207M). VSMAX pays higher dividends than SKSZX: VSMAX (1.32) vs SKSZX (1.04). 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 : 0.75 vs. SKSZX (-5.86). VSMAX return over 5 years is better than : 98.01 vs. SKSZX (23.86).
| 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 | -8.463 | -7.346 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 153B | 0% |
| Annual Yield % from dividends | 1.04 | 1.32 | 79% |
| Returns for 1 year | -5.86 | 0.75 | -782% |
| Returns for 3 years | -2.15 | 11.47 | -19% |
| Returns for 5 years | 23.86 | 98.01 | 24% |
| Returns for 10 years | N/A | 93.08 | - |