Interact to see
Advertisement
Advertisement
GWETX vs VSMAX
GWETX vs VSMAX Comparison
Open Charts GWETX vs VSMAX
AMG GW&K Small Cap Core N
Price$32.17
Change+$0.29 (+0.91%)
VolumeN/A
Net Assets599.59M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
GWETX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWETX vs. VSMAX 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 GWETX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. GWETX (600M). VSMAX pays higher dividends than GWETX: VSMAX (1.40) vs GWETX (0.00). GWETX was incepted earlier than VSMAX: GWETX (29 years) vs VSMAX (25 years). GWETX (1.30) is less costly to investors than VSMAX (0.05). GWETX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (13.00). GWETX has a lower initial minimum investment than VSMAX: GWETX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. GWETX (0.56). VSMAX return over 5 years is better than : 66.87 vs. GWETX (33.26).
| GWETX | VSMAX | GWETX / VSMAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -0.031 | 2.804 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 0.56 | 8.49 | 7% |
| Returns for 3 years | 17.38 | 34.27 | 51% |
| Returns for 5 years | 33.26 | 66.87 | 50% |
| Returns for 10 years | 35.90 | 115.21 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement