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GWEIX vs VSMAX
GWEIX vs VSMAX Comparison
Open Charts GWEIX vs VSMAX
AMG GW&K Small Cap Core I
Price$31.37
Change-$0.58 (-1.82%)
VolumeN/A
Net Assets571.1M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
GWEIX vs VSMAX Comparison Chart
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GWEIX vs. VSMAX commentary
Jun 15, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. GWEIX (571M). VSMAX pays higher dividends than GWEIX: VSMAX (1.48) vs GWEIX (0.22). 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 : 5.22 vs. GWEIX (2.52). VSMAX return over 5 years is better than : 63.38 vs. GWEIX (36.75).
| 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 | -5.626 | -4.364 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 148B | 0% |
| Annual Yield % from dividends | 0.22 | 1.48 | 15% |
| Returns for 1 year | 2.52 | 5.22 | 48% |
| Returns for 3 years | 18.39 | 31.37 | 59% |
| Returns for 5 years | 36.75 | 63.38 | 58% |
| Returns for 10 years | 29.59 | 93.38 | 32% |
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