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GWEIX vs VRTIX
GWEIX vs VRTIX Comparison
Open Charts GWEIX vs VRTIX
AMG GW&K Small Cap Core I
Price$34.85
Change+$0.36 (+1.04%)
VolumeN/A
Net Assets727.02M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
GWEIX vs VRTIX Comparison Chart in %
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GWEIX vs. VRTIX commentary
Feb 05, 2026
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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. GWEIX (727M). VRTIX pays higher dividends than GWEIX: VRTIX (1.19) vs GWEIX (0.18). GWEIX was incepted earlier than VRTIX: GWEIX (17 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 (14.00). 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 : 17.71 vs. GWEIX (1.26). VRTIX return over 5 years is better than : 22.38 vs. GWEIX (5.50).
| 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 | 17 years | 15 years | - |
| Gain YTD | 5.096 | 6.757 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 14.3B | 5% |
| Annual Yield % from dividends | 0.18 | 1.19 | 15% |
| Returns for 1 year | 1.26 | 17.71 | 7% |
| Returns for 3 years | 11.13 | 35.16 | 32% |
| Returns for 5 years | 5.50 | 22.38 | 25% |
| Returns for 10 years | 80.76 | 180.76 | 45% |
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