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SKSZX vs VSMAX
SKSZX vs VSMAX Comparison
Open Charts SKSZX vs VSMAX
AMG GW&K Small Cap Value Z
Price$30.12
Change-$0.45 (-1.47%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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VS
VS
SKSZX vs VSMAX Comparison Chart
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SKSZX vs. VSMAX commentary
Sep 07, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SKSZX (235M). 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 : 14.27 vs. SKSZX (12.57). VSMAX return over 5 years is better than : 48.98 vs. SKSZX (-8.90).
| 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 | 3.884 | 5.987 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 149B | 0% |
| Annual Yield % from dividends | 0.86 | 1.42 | 61% |
| Returns for 1 year | 12.57 | 14.27 | 88% |
| Returns for 3 years | 5.49 | -0.35 | -1,559% |
| Returns for 5 years | -8.90 | 48.98 | -18% |
| Returns for 10 years | N/A | 103.49 | - |
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