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GWEIX vs NAESX
GWEIX vs NAESX Comparison
Open Charts GWEIX vs NAESX
AMG GW&K Small Cap Core I
Price$33.29
Change+$0.30 (+0.91%)
VolumeN/A
Net Assets599.59M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
GWEIX vs NAESX Comparison Chart in %
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GWEIX vs. NAESX commentary
Jul 28, 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 GWEIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. GWEIX (600M). NAESX pays higher dividends than GWEIX: NAESX (1.28) vs GWEIX (0.21). GWEIX was incepted earlier than NAESX: GWEIX (16 years) vs NAESX (65 years). GWEIX (0.95) is less costly to investors than NAESX (0.17). GWEIX is a more actively managed with annual turnover of: 22.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than GWEIX: NAESX (3000) vs GWEIX (100000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. GWEIX (1.05). NAESX return over 5 years is better than : 66.66 vs. GWEIX (36.05).
| GWEIX | NAESX | GWEIX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | 0.150 | 2.781 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 153B | 0% |
| Annual Yield % from dividends | 0.21 | 1.28 | 17% |
| Returns for 1 year | 1.05 | 8.46 | 12% |
| Returns for 3 years | 18.69 | 34.15 | 55% |
| Returns for 5 years | 36.05 | 66.66 | 54% |
| Returns for 10 years | 41.77 | 114.71 | 36% |
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