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GWEIX vs VSMAX
GWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAX
AMG GW&K Small Cap Core I
Price$33.59
Change-$0.18 (-0.53%)
VolumeN/A
Net Assets598.25M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
GWEIX vs VSMAX Comparison Chart in %
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GWEIX vs. VSMAX commentary
Aug 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. GWEIX (598M). VSMAX pays higher dividends than GWEIX: VSMAX (1.37) vs GWEIX (0.21). GWEIX was incepted earlier than VSMAX: GWEIX (16 years) vs VSMAX (25 years). GWEIX (0.95) is less costly to investors than VSMAX (0.05). GWEIX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than GWEIX: VSMAX (3000) vs GWEIX (100000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. GWEIX (3.59). VSMAX return over 5 years is better than : 57.73 vs. GWEIX (27.56).
| GWEIX | VSMAX | GWEIX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.053 | 2.517 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 154B | 0% |
| Annual Yield % from dividends | 0.21 | 1.37 | 15% |
| Returns for 1 year | 3.59 | 9.17 | 39% |
| Returns for 3 years | 8.71 | 20.48 | 43% |
| Returns for 5 years | 27.56 | 57.73 | 48% |
| Returns for 10 years | 40.93 | 113.12 | 36% |