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GWEIX vs VRTIX
GWEIX vs VRTIX Comparison
Open Charts GWEIX vs VRTIX
AMG GW&K Small Cap Core I
Price$34.98
Change-$0.73 (-2.04%)
VolumeN/A
Net Assets713.33M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
GWEIX vs VRTIX Comparison Chart in %
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GWEIX vs. VRTIX commentary
Nov 14, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. GWEIX (713M). VRTIX pays higher dividends than GWEIX: VRTIX (1.18) vs GWEIX (0.19). GWEIX was incepted earlier than VRTIX: GWEIX (16 years) vs VRTIX (15 years). GWEIX (0.95) is less costly to investors than VRTIX (0.07). GWEIX is a more actively managed with annual turnover of: 22.00 vs. VRTIX (12.00). GWEIX has a lower initial minimum investment than VRTIX: GWEIX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. GWEIX (-3.66). VRTIX return over 5 years is better than : 42.91 vs. GWEIX (24.18).
| GWEIX | VRTIX | GWEIX / VRTIX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 5.235 | 10.359 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 13.9B | 5% |
| Annual Yield % from dividends | 0.19 | 1.18 | 16% |
| Returns for 1 year | -3.66 | 2.86 | -128% |
| Returns for 3 years | 19.39 | 31.84 | 61% |
| Returns for 5 years | 24.18 | 42.91 | 56% |
| Returns for 10 years | 52.79 | 123.36 | 43% |
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